WT Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

WT Wealth 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 Q3	–	Sell	-78,670	Closed	-$2.5M	–	141
2025 Q2	$2.5M	Buy	78,670 +2,221	+3%	+$66.8K	0.74%	40
2025 Q1	$2.27M	Buy	76,449 +6,728	+10%	+$206K	0.74%	40
2024 Q4	$2.12M	Buy	+69,721	New	+$2.11M	0.67%	49

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WT Wealth Management's BUFR Position: Q3 2025 in Review

WT Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 78,670 shares — an estimated $2.5M sold.

WT Wealth Management first reported a position in BUFR in Q4 2024 and held it in 3 quarters. The position peaked at $2.5M in Q2 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

WT Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
WT Wealth Management sold 78,670 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $2.5M.
WT Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and held it in 3 quarters.
WT Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $2.5M in Q2 2025.
438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.