SSI Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

SSI Investment 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	$8.7M	Sell	257,552 -31,473	-11%	-$1.08M	0.6%	56
2025 Q4	$9.9M	Sell	289,025 -419	-0.1%	-$14.1K	0.67%	44
2025 Q3	$9.67M	Buy	289,444 +1,054	+0.4%	+$34.4K	0.66%	45
2025 Q2	$9.17M	Sell	288,390 -71,102	-20%	-$2.14M	0.65%	42
2025 Q1	$10.7M	Buy	359,492 +166,064	+86%	+$5.07M	0.83%	31
2024 Q4	$5.89M	Buy	193,428 +12,492	+7%	+$379K	0.44%	80
2024 Q3	$5.41M	Sell	180,936 -768	-0.4%	-$22.4K	0.4%	90
2024 Q2	$5.25M	Sell	181,704 -3,442	-2%	-$97.1K	0.4%	88
2024 Q1	$5.18M	Buy	185,146 +780	+0.4%	+$21.3K	0.39%	95
2023 Q4	$4.9M	Buy	184,366 +86	+0%	+$2.17K	0.37%	97
2023 Q3	$4.51M	Buy	+184,280	New	+$4.63M	0.37%	96

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

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 $38.8B AUM 21.88% 1-Year Est. Return

SSI Investment Management's BUFR Position: Q1 2026 in Review

SSI Investment Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q1 2026, selling an estimated $1.08M and leaving 257,552 shares worth $8.7M. The position accounts for 0.6% of the portfolio, ranked #56.

SSI Investment Management first reported a position in BUFR in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q1 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

SSI Investment Management held 257,552 shares of FT Vest Fund of Buffer ETFs worth $8.7M as of Q1 2026.
SSI Investment Management sold 31,473 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $1.08M.
FT Vest Fund of Buffer ETFs made up 0.6% of SSI Investment Management's portfolio in Q1 2026, its #56 holding.
SSI Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 11 quarters since.
SSI Investment Management's FT Vest Fund of Buffer ETFs position peaked at $10.7M in Q1 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.