RC
BUFR icon

Rovin Capital’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Rovin Capital’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 		$21.8M Buy
637,496
+6,277
+1% +$212K 5.8% 2
2025
Q3 		$21.1M Sell
631,219
-478
-0.1% -$15.6K 5.84% 1
2025
Q2 		$20.1M Sell
631,697
-5,287
-0.8% -$159K 6.09% 2
2025
Q1 		$18.9M Sell
636,984
-5,990
-0.9% -$183K 6.09% 1
2024
Q4 		$19.6M Buy
642,974
+576,538
+868% +$17.5M 7.05% 2
2024
Q3 		$1.99M Buy
66,436
+11,890
+22% +$347K 0.74% 33
2024
Q2 		$1.58M Sell
54,546
-14,323
-21% -$404K 0.66% 39
2024
Q1 		$1.93M Buy
68,869
+45,050
+189% +$1.23M 0.79% 30
2023
Q4 		$633K Buy
23,819
+1,294
+6% +$32.7K 0.29% 63
2023
Q3 		$552K Buy
22,525
+6,120
+37% +$154K 0.25% 55
2023
Q2 		$411K Buy
16,405
+3,673
+29% +$87.9K 0.18% 86
2023
Q1 		$299K Buy
+12,732
New +$292K 0.14% 99

Other funds holding BUFR

LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return