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

RiverTree 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
Q3 		$7.07M Sell
188,611
-1,937
-1% -$71.9K 4.21% 8
2026
Q2 		$6.96M Sell
190,548
-3,869
-2% -$139K 4.11% 7
2026
Q1 		$6.57M Sell
194,417
-3,056
-2% -$105K 4.16% 8
2025
Q4 		$6.77M Buy
197,473
+1,514
+0.8% +$51.1K 4.31% 8
2025
Q3 		$6.55M Sell
195,959
-5,221
-3% -$170K 4.2% 9
2025
Q2 		$6.4M Sell
201,180
-73,131
-27% -$2.2M 4.3% 6
2025
Q1 		$8.14M Sell
274,311
-36,248
-12% -$1.11M 5.45% 5
2024
Q4 		$9.46M Sell
310,559
-4,627
-1% -$140K 6.22% 4
2024
Q3 		$9.42M Sell
315,186
-13,265
-4% -$388K 6.39% 5
2024
Q2 		$9.5M Sell
328,451
-10,011
-3% -$282K 6.49% 5
2024
Q1 		$9.46M Sell
338,462
-79,763
-19% -$2.17M 6.35% 5
2023
Q4 		$11.1M Buy
418,225
+164,474
+65% +$4.16M 7.56% 3
2023
Q3 		$6.21M Buy
253,751
+24,080
+10% +$605K 4.62% 12
2023
Q2 		$5.75M Buy
229,671
+49,579
+28% +$1.19M 4.14% 12
2023
Q1 		$4.23M Buy
180,092
+26,831
+18% +$615K 3.04% 13
2022
Q4 		$3.4M Buy
+153,261
New +$3.38M 2.79% 16

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

RiverTree Advisors's BUFR Position: Q3 2026 in Review

RiverTree Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1% in Q3 2026, selling an estimated $71.9K and leaving 188,611 shares worth $7.07M. The position accounts for 4.21% of the portfolio, ranked #8.

RiverTree Advisors first reported a position in BUFR in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.1M in Q4 2023. 104 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • RiverTree Advisors held 188,611 shares of FT Vest Fund of Buffer ETFs worth $7.07M as of Q3 2026.
  • RiverTree Advisors sold 1,937 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $71.9K.
  • FT Vest Fund of Buffer ETFs made up 4.21% of RiverTree Advisors's portfolio in Q3 2026, its #8 holding.
  • RiverTree Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 16 quarters since.
  • RiverTree Advisors's FT Vest Fund of Buffer ETFs position peaked at $11.1M in Q4 2023.
  • 104 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.