Schulz Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Schulz Wealth’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	$11.1M	Sell	325,189 -25,088	-7%	-$847K	7.14%	3
2025 Q3	$11.7M	Buy	350,277 +38,136	+12%	+$1.24M	7.74%	3
2025 Q2	$9.93M	Buy	312,141 +14,960	+5%	+$450K	7.42%	3
2025 Q1	$8.82M	Sell	297,181 -16,137	-5%	-$493K	6.73%	4
2024 Q4	$9.55M	Sell	313,318 -14,610	-4%	-$443K	7.33%	3
2024 Q3	$9.8M	Buy	327,928 +9,494	+3%	+$277K	7.58%	4
2024 Q2	$9.21M	Sell	318,434 -3,029	-0.9%	-$85.5K	7.8%	4
2024 Q1	$8.99M	Sell	321,463 -9,244	-3%	-$252K	7.68%	4
2023 Q4	$8.79M	Buy	+330,707	New	+$8.36M	8.4%	4

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Schulz Wealth's BUFR Position: Q4 2025 in Review

Schulz Wealth reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.2% in Q4 2025, selling an estimated $847K and leaving 325,189 shares worth $11.1M. The position accounts for 7.14% of the portfolio, ranked #3.

Schulz Wealth first reported a position in BUFR in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.7M in Q3 2025. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

Schulz Wealth held 325,189 shares of FT Vest Fund of Buffer ETFs worth $11.1M as of Q4 2025.
Schulz Wealth sold 25,088 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $847K.
FT Vest Fund of Buffer ETFs made up 7.14% of Schulz Wealth's portfolio in Q4 2025, its #3 holding.
Schulz Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's FT Vest Fund of Buffer ETFs position peaked at $11.7M in Q3 2025.
500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.