VWA
BUFR icon

Valued Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Valued Wealth 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
2025
Q2 		– Sell
-973
Closed -$28.9K – 623
2025
Q1 		$28.9K Sell
973
-27
-3% -$825 0.02% 129
2024
Q4 		$30.5K Hold
1,000
– – 0.02% 123
2024
Q3 		$29.9K Buy
+1,000
New +$29.2K 0.02% 112

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valued Wealth Advisors's BUFR Position: Q2 2025 in Review

Valued Wealth Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 973 shares — an estimated $28.9K sold.

Valued Wealth Advisors first reported a position in BUFR in Q3 2024 and held it in 3 quarters. The position peaked at $30.5K in Q4 2024. 439 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • Valued Wealth Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 973 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $28.9K.
  • Valued Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and held it in 3 quarters.
  • Valued Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $30.5K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.