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 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

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

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 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) 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

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

RiverTree Advisors's BUFR Position: Q1 2026 in Review

RiverTree Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.5% in Q1 2026, selling an estimated $105K and leaving 194,417 shares worth $6.57M. The position accounts for 4.16% of the portfolio, ranked #8.

RiverTree Advisors first reported a position in BUFR in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2023. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

RiverTree Advisors held 194,417 shares of FT Vest Fund of Buffer ETFs worth $6.57M as of Q1 2026.
RiverTree Advisors sold 3,056 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $105K.
FT Vest Fund of Buffer ETFs made up 4.16% of RiverTree Advisors's portfolio in Q1 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 14 quarters since.
RiverTree Advisors's FT Vest Fund of Buffer ETFs position peaked at $11.1M in Q4 2023.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.