Stonebridge Capital Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Stonebridge Capital Advisors’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
2023 Q4	–	Sell	-117	Closed	-$2.87K	–	300
2023 Q3	$2.87K	Hold	117	–	–	﹤0.01%	771
2023 Q2	$2.93K	Hold	117	–	–	﹤0.01%	772
2023 Q1	$2.75K	Hold	117	–	–	﹤0.01%	774
2022 Q4	$2.6K	Hold	117	–	–	﹤0.01%	773
2022 Q3	$2K	Hold	117	–	–	﹤0.01%	788
2022 Q2	$3K	Hold	117	–	–	﹤0.01%	764
2022 Q1	$3K	Buy	+117	New	+$2.74K	﹤0.01%	833

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return