Madrona Financial Services
BUFR icon

Madrona Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Madrona Financial Services’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
Q3 		$6.89M Sell
183,755
-65,994
-26% -$2.45M 1.07% 27
2026
Q2 		$9.12M Buy
249,749
+4,671
+2% +$167K 1.68% 20
2026
Q1 		$8.28M Buy
245,078
+32,651
+15% +$1.12M 1.81% 19
2025
Q4 		$7.28M Buy
212,427
+1,479
+0.7% +$49.9K 1.56% 18
2025
Q3 		$7.05M Buy
210,948
+3,434
+2% +$112K 1.56% 18
2025
Q2 		$6.6M Buy
207,514
+12,791
+7% +$385K 1.58% 18
2025
Q1 		$5.78M Sell
194,723
-95,408
-33% -$2.92M 1.59% 18
2024
Q4 		$8.84M Buy
290,131
+157,689
+119% +$4.78M 2.41% 11
2024
Q3 		$3.96M Buy
132,442
+51,314
+63% +$1.5M 1.1% 25
2024
Q2 		$2.35M Buy
81,128
+4,391
+6% +$124K 0.72% 32
2024
Q1 		$2.15M Sell
76,737
-16,038
-17% -$437K 0.75% 30
2023
Q4 		$2.47M Sell
92,775
-7,239
-7% -$183K 0.97% 26
2023
Q3 		$2.45M Sell
100,014
-16,060
-14% -$404K 1.12% 21
2023
Q2 		$2.91M Buy
116,074
+1,127
+1% +$27K 1.42% 22
2023
Q1 		$2.7M Buy
114,947
+2,201
+2% +$50.5K 1.45% 22
2022
Q4 		$2.5M Buy
112,746
+4,635
+4% +$102K 1.43% 20
2022
Q3 		$2.25M Buy
108,111
+4,495
+4% +$100K 1.39% 21
2022
Q2 		$2.22M Buy
103,616
+14,411
+16% +$322K 1.3% 21
2022
Q1 		$2.11M Buy
+89,205
New +$2.09M 1.03% 24

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Madrona Financial Services's BUFR Position: Q3 2026 in Review

Madrona Financial Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 26% in Q3 2026, selling an estimated $2.45M and leaving 183,755 shares worth $6.89M. The position accounts for 1.07% of the portfolio, ranked #27.

Madrona Financial Services first reported a position in BUFR in Q1 2022 and has held it in 19 quarters since. The position peaked at $9.12M in Q2 2026. 511 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Madrona Financial Services held 183,755 shares of FT Vest Fund of Buffer ETFs worth $6.89M as of Q3 2026.
  • Madrona Financial Services sold 65,994 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $2.45M.
  • FT Vest Fund of Buffer ETFs made up 1.07% of Madrona Financial Services's portfolio in Q3 2026, its #27 holding.
  • Madrona Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 19 quarters since.
  • Madrona Financial Services's FT Vest Fund of Buffer ETFs position peaked at $9.12M in Q2 2026.
  • 511 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.