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Santori & Peters Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Santori & Peters Inc’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
Q3 		– Sell
-30,729
Closed -$977K – 76
2025
Q2 		$977K Sell
30,729
-296
-1% -$8.91K 0.35% 28
2025
Q1 		$921K Sell
31,025
-5,745
-16% -$176K 0.37% 26
2024
Q4 		$1.12M Buy
36,770
+2,132
+6% +$64.7K 0.43% 27
2024
Q3 		$1.04M Buy
+34,638
New +$1.01M 0.41% 27

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Santori & Peters Inc's BUFR Position: Q3 2025 in Review

Santori & Peters Inc sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 30,729 shares — an estimated $977K sold.

Santori & Peters Inc first reported a position in BUFR in Q3 2024 and held it in 4 quarters. The position peaked at $1.12M in Q4 2024. 437 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

  • Santori & Peters Inc reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
  • Santori & Peters Inc sold 30,729 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $977K.
  • Santori & Peters Inc first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and held it in 4 quarters.
  • Santori & Peters Inc's FT Vest Fund of Buffer ETFs position peaked at $1.12M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Santori & Peters Inc's 13F filing for Q3 2025, filed 15 Oct 2025.