Valtinson Bruner Financial Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Valtinson Bruner Financial Planning’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	$21M	Buy	622,088 +48,382	+8%	+$1.66M	5.77%	4
2025 Q4	$19.7M	Sell	573,706 -85,696	-13%	-$2.89M	5.65%	4
2025 Q3	$22M	Buy	659,402 +15,100	+2%	+$493K	6.53%	2
2025 Q2	$20.5M	Buy	644,302 +7,606	+1%	+$229K	6.43%	2
2025 Q1	$18.9M	Buy	636,696 +157,920	+33%	+$4.83M	6.39%	3
2024 Q4	$14.6M	Buy	478,776 +36,953	+8%	+$1.12M	5.09%	3
2024 Q3	$13.2M	Buy	441,823 +113,986	+35%	+$3.33M	4.6%	4
2024 Q2	$9.48M	Buy	327,837 +47,771	+17%	+$1.35M	3.76%	5
2024 Q1	$7.83M	Buy	280,066 +92,221	+49%	+$2.51M	3.34%	5
2023 Q4	$4.99M	Buy	187,845 +17,342	+10%	+$438K	2.56%	10
2023 Q3	$4.18M	Buy	170,503 +32,320	+23%	+$812K	2.28%	12
2023 Q2	$3.46M	Buy	+138,183	New	+$3.31M	1.86%	18

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

Valtinson Bruner Financial Planning's BUFR Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.4% in Q1 2026, buying an estimated $1.66M and bringing the position to 622,088 shares worth $21M. The position accounts for 5.77% of the portfolio, ranked #4.

Valtinson Bruner Financial Planning first reported a position in BUFR in Q2 2023 and has held it in 12 quarters since. The position peaked at $22M in Q3 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Valtinson Bruner Financial Planning held 622,088 shares of FT Vest Fund of Buffer ETFs worth $21M as of Q1 2026.
Valtinson Bruner Financial Planning bought 48,382 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $1.66M.
FT Vest Fund of Buffer ETFs made up 5.77% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #4 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 12 quarters since.
Valtinson Bruner Financial Planning's FT Vest Fund of Buffer ETFs position peaked at $22M in Q3 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.