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SageView Advisory Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

SageView Advisory Group’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 		– Sell
-1,984
Closed -$68K – 850
2025
Q4 		$68K Buy
+1,984
New +$67K ﹤0.01% 956

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SageView Advisory Group's BUFR Position: Q1 2026 in Review

SageView Advisory Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 1,984 shares — an estimated $68K sold.

SageView Advisory Group first reported a position in BUFR in Q4 2025 and held it in 1 quarter. The position peaked at $68K in Q4 2025. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • SageView Advisory Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,984 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $68K.
  • SageView Advisory Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest Fund of Buffer ETFs position peaked at $68K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.