Prosperity Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Prosperity Wealth Management’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$383K	Sell	11,183 -2,265	-17%	-$76.5K	0.13%	166
2025 Q3	$449K	Sell	13,448 -8,432	-39%	-$275K	0.15%	143
2025 Q2	$696K	Sell	21,880 -658	-3%	-$19.8K	0.26%	89
2025 Q1	$669K	Buy	22,538 +3,937	+21%	+$120K	0.31%	70
2024 Q4	$567K	Buy	18,601 +3,786	+26%	+$115K	0.23%	81
2024 Q3	$443K	Buy	+14,815	New	+$433K	0.18%	95
2024 Q1	–	Sell	-9,700	Closed	-$258K	–	173
2023 Q4	$258K	Buy	+9,700	New	+$245K	0.17%	100

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Prosperity Wealth Management's BUFR Position: Q4 2025 in Review

Prosperity Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q4 2025, selling an estimated $76.5K and leaving 11,183 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #166.

Prosperity Wealth Management first reported a position in BUFR in Q4 2023 and has held it in 7 quarters since. The position peaked at $696K in Q2 2025. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

Prosperity Wealth Management held 11,183 shares of FT Vest Fund of Buffer ETFs worth $383K as of Q4 2025.
Prosperity Wealth Management sold 2,265 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $76.5K.
FT Vest Fund of Buffer ETFs made up 0.13% of Prosperity Wealth Management's portfolio in Q4 2025, its #166 holding.
Prosperity Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 7 quarters since.
Prosperity Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $696K in Q2 2025.
500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.