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

Spire Wealth Management’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	$661K	Buy	19,586 +38	+0.2%	+$1.3K	0.02%	472
2025 Q4	$670K	Sell	19,548 -359	-2%	-$12.1K	0.02%	476
2025 Q3	$665K	Sell	19,907 -300	-1%	-$9.79K	0.02%	462
2025 Q2	$643K	Hold	20,207	–	–	0.02%	458
2025 Q1	$600K	Buy	20,207 +11,516	+133%	+$352K	0.02%	522
2024 Q4	$265K	Buy	+8,691	New	+$264K	0.01%	738
2022 Q2	–	Sell	-155	Closed	-$4K	–	2670
2022 Q1	$4K	Hold	155	–	–	﹤0.01%	2269
2021 Q4	$4K	Hold	155	–	–	﹤0.01%	2609
2021 Q3	$4K	Hold	155	–	–	﹤0.01%	2321
2021 Q2	$4K	Buy	+155	New	+$3.5K	﹤0.01%	2348

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