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

United Capital Financial 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	$3.83M	Buy	113,388 +5,852	+5%	+$201K	0.02%	417
2025 Q4	$3.68M	Buy	107,536 +21,759	+25%	+$735K	0.02%	399
2025 Q3	$2.87M	Sell	85,777 -3,258	-4%	-$106K	0.02%	389
2025 Q2	$2.83M	Sell	89,035 -20,923	-19%	-$630K	0.02%	373
2025 Q1	$3.26M	Buy	109,958 +2,131	+2%	+$65.1K	0.03%	341
2024 Q4	$3.29M	Buy	107,827 +19,718	+22%	+$598K	0.03%	327
2024 Q3	$2.63M	Buy	88,109 +57,818	+191%	+$1.69M	0.02%	357
2024 Q2	$876K	Buy	+30,291	New	+$855K	0.01%	565

Other funds holding BUFR

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 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 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