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

Sonoma Private 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
2026 Q1	$754K	Sell	22,334 -10,068	-31%	-$346K	0.93%	29
2025 Q4	$1.11M	Hold	32,402	–	–	1.34%	20
2025 Q3	$1.08M	Buy	32,402 +49	+0.2%	+$1.6K	1.29%	19
2025 Q2	$1.03M	Sell	32,353 -1,554	-5%	-$46.8K	1.26%	18
2025 Q1	$1.01M	Buy	33,907 +2,735	+9%	+$83.6K	1.4%	18
2024 Q4	$950K	Buy	+31,172	New	+$945K	1.53%	17
2024 Q1	–	Sell	-11,111	Closed	-$295K	–	90
2023 Q4	$295K	Buy	+11,111	New	+$281K	0.49%	65

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 $79.5B AUM 27.1% 1-Year Est. Return

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 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) 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sonoma Private Wealth's BUFR Position: Q1 2026 in Review

Sonoma Private Wealth reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 31% in Q1 2026, selling an estimated $346K and leaving 22,334 shares worth $754K. The position accounts for 0.93% of the portfolio, ranked #29.

Sonoma Private Wealth first reported a position in BUFR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Sonoma Private Wealth held 22,334 shares of FT Vest Fund of Buffer ETFs worth $754K as of Q1 2026.
Sonoma Private Wealth sold 10,068 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $346K.
FT Vest Fund of Buffer ETFs made up 0.93% of Sonoma Private Wealth's portfolio in Q1 2026, its #29 holding.
Sonoma Private Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 7 quarters since.
Sonoma Private Wealth's FT Vest Fund of Buffer ETFs position peaked at $1.11M in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.