Carnegie Investment Counsel’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Carnegie Investment Counsel’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	$363K	Hold	9,939	–	–	0.01%	447
2026 Q1	$336K	Hold	9,939	–	–	0.01%	464
2025 Q4	$341K	Hold	9,939	–	–	0.01%	459
2025 Q3	$332K	Hold	9,939	–	–	0.01%	457
2025 Q2	$316K	Buy	+9,939	New	+$299K	0.01%	464

Other funds holding BUFR

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Carnegie Investment Counsel's BUFR Position: Q2 2026 in Review

Carnegie Investment Counsel held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 9,939 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #447.

Carnegie Investment Counsel first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Carnegie Investment Counsel held 9,939 shares of FT Vest Fund of Buffer ETFs worth $363K as of Q2 2026.
Carnegie Investment Counsel left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #447 holding.
Carnegie Investment Counsel first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
347 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.