PSI Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

PSI Advisors’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
2026 Q1	$16.2M	Sell	481,155 -77,347	-14%	-$2.66M	3.89%	7
2025 Q4	$19.1M	Buy	558,502 +21,835	+4%	+$737K	4.81%	5
2025 Q3	$17.9M	Buy	+536,667	New	+$17.5M	4.62%	5
2025 Q2	–	Sell	-408,616	Closed	-$12.1M	–	179
2025 Q1	$12.1M	Sell	408,616 -659	-0.2%	-$20.1K	3.95%	6
2024 Q4	$12.5M	Buy	409,275 +23,031	+6%	+$698K	3.7%	6
2024 Q3	$11.5M	Sell	386,244 -8,691	-2%	-$254K	3.38%	7
2024 Q2	$11.4M	Buy	394,935 +13,830	+4%	+$390K	3.61%	5
2024 Q1	$10.7M	Buy	381,105 +275,811	+262%	+$7.52M	3.85%	4
2023 Q4	$2.8M	Buy	105,294 +3,523	+3%	+$89K	1.04%	23
2023 Q3	$2.49M	Buy	101,771 +90,403	+795%	+$2.27M	1.08%	21
2023 Q2	$285K	Buy	+11,368	New	+$272K	0.12%	98

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

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

Commonwealth Equity Services

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

Envestnet Asset Management

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

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

Raymond James Financial

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return