Solitude Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Solitude Financial Services’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	$10.1M	Buy	288,004 +14,274	+5%	+$490K	3%	8
2025 Q4	$9.38M	Sell	273,730 -14,279	-5%	-$482K	3.09%	8
2025 Q3	$9.63M	Buy	288,009 +6,413	+2%	+$209K	3.29%	9
2025 Q2	$8.95M	Buy	281,596 +16,970	+6%	+$511K	3.24%	8
2025 Q1	$7.86M	Sell	264,626 -112,419	-30%	-$3.44M	3.05%	9
2024 Q4	$11.5M	Sell	377,045 -28,728	-7%	-$871K	5.03%	7
2024 Q3	$12.1M	Buy	405,773 +1,941	+0.5%	+$56.7K	5.18%	7
2024 Q2	$11.7M	Buy	403,832 +17,281	+4%	+$488K	5.43%	7
2024 Q1	$10.8M	Buy	+386,551	New	+$10.5M	4.98%	8

Other funds holding BUFR

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 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 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