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TruNorth Capital Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

TruNorth Capital 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
2025
Q4 		– Sell
-1,000
Closed -$33.4K – 154
2025
Q3 		$33.4K Hold
1,000
– – 0.01% 239
2025
Q2 		$31.8K Hold
1,000
– – 0.01% 209
2025
Q1 		$29.7K Buy
+1,000
New +$30.6K 0.01% 265

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TruNorth Capital Management's BUFR Position: Q4 2025 in Review

TruNorth Capital Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2025, closing a stake of 1,000 shares — an estimated $33.4K sold.

TruNorth Capital Management first reported a position in BUFR in Q1 2025 and held it in 3 quarters. The position peaked at $33.4K in Q3 2025. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

  • TruNorth Capital Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 1,000 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $33.4K.
  • TruNorth Capital Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and held it in 3 quarters.
  • TruNorth Capital Management's FT Vest Fund of Buffer ETFs position peaked at $33.4K in Q3 2025.
  • 500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.