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M Holdings Securities’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

M Holdings Securities’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 		$607K Sell
16,717
-283
-2% -$10.1K 0.08% 115
2026
Q1 		$574K Hold
17,000
– – 0.04% 242
2025
Q4 		$582K Buy
+17,000
New +$574K 0.04% 237

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

M Holdings Securities's BUFR Position: Q2 2026 in Review

M Holdings Securities reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.7% in Q2 2026, selling an estimated $10.1K and leaving 16,717 shares worth $607K. The position accounts for 0.08% of the portfolio, ranked #115.

M Holdings Securities first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • M Holdings Securities held 16,717 shares of FT Vest Fund of Buffer ETFs worth $607K as of Q2 2026.
  • M Holdings Securities sold 283 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $10.1K.
  • FT Vest Fund of Buffer ETFs made up 0.08% of M Holdings Securities's portfolio in Q2 2026, its #115 holding.
  • M Holdings Securities first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.