SRA
BUFR icon

Secured Retirement Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Secured Retirement 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 		$2.18M Sell
64,547
-1,027
-2% -$35.3K 1.23% 21
2025
Q4 		$2.25M Sell
65,574
-4,462
-6% -$151K 1.25% 21
2025
Q3 		$2.34M Buy
70,036
+620
+0.9% +$20.2K 1.31% 18
2025
Q2 		$2.21M Buy
69,416
+44,499
+179% +$1.34M 1.32% 16
2025
Q1 		$740K Sell
24,917
-94,732
-79% -$2.89M 0.48% 87
2024
Q4 		$3.65M Sell
119,649
-1,245
-1% -$37.8K 2.09% 5
2024
Q3 		$3.61M Buy
120,894
+1,351
+1% +$39.5K 2.6% 4
2024
Q2 		$3.46M Buy
119,543
+992
+0.8% +$28K 2.7% 4
2024
Q1 		$3.31M Buy
118,551
+822
+0.7% +$22.4K 2.81% 4
2023
Q4 		$3.13M Buy
+117,729
New +$2.97M 3.01% 4

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return