Stonebridge Financial Planning Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Stonebridge Financial Planning Group’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	$4.94M	Buy	146,163 +13,107	+10%	+$450K	1.81%	10
2025 Q4	$4.56M	Buy	133,056 +13,806	+12%	+$466K	1.65%	13
2025 Q3	$3.99M	Sell	119,250 -6,153	-5%	-$201K	1.5%	15
2025 Q2	$3.99M	Buy	125,403 +3,495	+3%	+$105K	1.66%	9
2025 Q1	$3.62M	Buy	121,908 +17,615	+17%	+$538K	1.65%	10
2024 Q4	$3.18M	Sell	104,293 -7,030	-6%	-$213K	1.42%	14
2024 Q3	$3.33M	Buy	111,323 +19,306	+21%	+$564K	1.59%	10
2024 Q2	$2.66M	Buy	92,017 +24,837	+37%	+$701K	1.34%	16
2024 Q1	$1.88M	Buy	67,180 +17,290	+35%	+$471K	0.99%	30
2023 Q4	$1.33M	Buy	+49,890	New	+$1.26M	0.76%	39

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 $44.6B AUM 28.94% 1-Year Est. Return

Stonebridge Financial Planning Group's BUFR Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.9% in Q1 2026, buying an estimated $450K and bringing the position to 146,163 shares worth $4.94M. The position accounts for 1.81% of the portfolio, ranked #10.

Stonebridge Financial Planning Group first reported a position in BUFR in Q4 2023 and has held it in 10 quarters since. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Stonebridge Financial Planning Group held 146,163 shares of FT Vest Fund of Buffer ETFs worth $4.94M as of Q1 2026.
Stonebridge Financial Planning Group bought 13,107 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $450K.
FT Vest Fund of Buffer ETFs made up 1.81% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #10 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.