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Trail Ridge Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Trail Ridge Investment 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
2026
Q1 		$3.08M Buy
91,202
+4,421
+5% +$152K 1.34% 20
2025
Q4 		$2.97M Sell
86,781
-40,836
-32% -$1.38M 1.28% 20
2025
Q3 		$4.26M Buy
127,617
+6,574
+5% +$214K 1.91% 12
2025
Q2 		$3.91M Sell
121,043
-24,498
-17% -$737K 1.88% 13
2025
Q1 		$4.32M Buy
145,541
+43,020
+42% +$1.31M 2.23% 10
2024
Q4 		$3.12M Buy
102,521
+245
+0.2% +$7.43K 1.48% 19
2024
Q3 		$3.07M Buy
102,276
+10,396
+11% +$304K 1.46% 19
2024
Q2 		$2.66M Sell
91,880
-41,431
-31% -$1.17M 1.37% 20
2024
Q1 		$3.73M Buy
133,311
+6,655
+5% +$181K 2.11% 11
2023
Q4 		$3.37M Sell
126,656
-4,647
-4% -$117K 2.06% 10
2023
Q3 		$3.22M Buy
131,303
+17,709
+16% +$445K 2.19% 9
2023
Q2 		$2.84M Sell
113,594
-29,861
-21% -$715K 1.76% 13
2023
Q1 		$3.37M Buy
143,455
+14,419
+11% +$331K 2.2% 7
2022
Q4 		$2.87M Buy
129,036
+6,749
+6% +$149K 1.97% 9
2022
Q3 		$2.75M Buy
122,287
+41,025
+50% +$912K 1.82% 11
2022
Q2 		$1.74M Buy
81,262
+64,700
+391% +$1.45M 1.18% 19
2022
Q1 		$394K Buy
+16,562
New +$388K 0.24% 105

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Trail Ridge Investment Advisors's BUFR Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.1% in Q1 2026, buying an estimated $152K and bringing the position to 91,202 shares worth $3.08M. The position accounts for 1.34% of the portfolio, ranked #20.

Trail Ridge Investment Advisors first reported a position in BUFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.32M in Q1 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Trail Ridge Investment Advisors held 91,202 shares of FT Vest Fund of Buffer ETFs worth $3.08M as of Q1 2026.
  • Trail Ridge Investment Advisors bought 4,421 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $152K.
  • FT Vest Fund of Buffer ETFs made up 1.34% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Trail Ridge Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 17 quarters since.
  • Trail Ridge Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $4.32M in Q1 2025.
  • 502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.