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Stephens Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Stephens Inc’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 		$1.19M Sell
35,251
-30,488
-46% -$1.05M 0.01% 595
2025
Q4 		$2.25M Sell
65,739
-1,562
-2% -$52.7K 0.03% 453
2025
Q3 		$2.25M Sell
67,301
-3,701
-5% -$121K 0.03% 459
2025
Q2 		$2.26M Sell
71,002
-3,808
-5% -$115K 0.03% 438
2025
Q1 		$2.22M Buy
74,810
+19,140
+34% +$585K 0.03% 434
2024
Q4 		$1.7M Sell
55,670
-185,571
-77% -$5.63M 0.02% 480
2024
Q3 		$7.21M Buy
241,241
+206,548
+595% +$6.04M 0.1% 207
2024
Q2 		$1M Sell
34,693
-1,665
-5% -$47K 0.02% 589
2024
Q1 		$1.02M Sell
36,358
-1,585
-4% -$43.2K 0.02% 570
2023
Q4 		$1.01M Sell
37,943
-320
-0.8% -$8.09K 0.02% 531
2023
Q3 		$937K Sell
38,263
-1,907
-5% -$47.9K 0.02% 532
2023
Q2 		$1.01M Sell
40,170
-7,040
-15% -$169K 0.02% 552
2023
Q1 		$1.11M Sell
47,210
-6,325
-12% -$145K 0.02% 510
2022
Q4 		$1.19M Buy
53,535
+270
+0.5% +$5.95K 0.02% 473
2022
Q3 		$1.11M Buy
+53,265
New +$1.18M 0.02% 496

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