Bank of Montreal’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bank of Montreal’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 Q2	$1.79M	Buy	48,925 +803	+2%	+$28.8K	﹤0.01%	1789
2026 Q1	$1.63M	Buy	48,122 +84	+0.2%	+$2.88K	﹤0.01%	1770
2025 Q4	$1.65M	Buy	48,038 +3,800	+9%	+$128K	﹤0.01%	1737
2025 Q3	$1.48M	Hold	44,238	–	–	﹤0.01%	1784
2025 Q2	$1.41M	Buy	44,238 +6,238	+16%	+$188K	﹤0.01%	1741
2025 Q1	$1.13M	Hold	38,000	–	–	﹤0.01%	1760
2024 Q4	$1.16M	Hold	38,000	–	–	﹤0.01%	1804
2024 Q3	$1.13M	Buy	+38,000	New	+$1.11M	﹤0.01%	1978
2022 Q4	–	Sell	-38,000	Closed	-$833K	–	3992
2022 Q3	$833K	Buy	+38,000	New	+$845K	﹤0.01%	2287

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of Montreal's BUFR Position: Q2 2026 in Review

Bank of Montreal increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.7% in Q2 2026, buying an estimated $28.8K and bringing the position to 48,925 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Bank of Montreal first reported a position in BUFR in Q3 2022 and has held it in 9 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Bank of Montreal held 48,925 shares of FT Vest Fund of Buffer ETFs worth $1.79M as of Q2 2026.
Bank of Montreal bought 803 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $28.8K.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1789 holding.
Bank of Montreal first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 9 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.