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 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%	+$99.9K	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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Madrona Financial Services's BUFR Position: Q2 2026 in Review

Madrona Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.9% in Q2 2026, buying an estimated $167K and bringing the position to 249,749 shares worth $9.12M. The position accounts for 1.68% of the portfolio, ranked #20.

Madrona Financial Services first reported a position in BUFR in Q1 2022 and has held it in 18 quarters since. 78 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Madrona Financial Services held 249,749 shares of FT Vest Fund of Buffer ETFs worth $9.12M as of Q2 2026.
Madrona Financial Services bought 4,671 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $167K.
FT Vest Fund of Buffer ETFs made up 1.68% of Madrona Financial Services's portfolio in Q2 2026, its #20 holding.
Madrona Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
78 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.