Magnolia Capital Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Magnolia Capital Advisors’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	$917K	Sell	25,099 -8,419	-25%	-$302K	0.16%	156
2026 Q1	$1.13M	Sell	33,518 -21,067	-39%	-$723K	0.22%	114
2025 Q4	$1.87M	Sell	54,585 -380	-0.7%	-$12.8K	0.39%	65
2025 Q3	$1.84M	Sell	54,965 -1,135	-2%	-$37K	0.48%	61
2025 Q2	$1.78M	Sell	56,100 -227	-0.4%	-$6.83K	0.45%	59
2025 Q1	$1.67M	Buy	56,327 +725	+1%	+$22.2K	0.45%	57
2024 Q4	$1.69M	Buy	55,602 +2,972	+6%	+$90.1K	0.44%	55
2024 Q3	$1.57M	Sell	52,630 -4,463	-8%	-$130K	0.79%	26
2024 Q2	$1.65M	Buy	57,093 +1,858	+3%	+$52.4K	0.92%	30
2024 Q1	$1.51M	Sell	55,235 -116	-0.2%	-$3.16K	1.26%	29
2023 Q4	$1.5M	Buy	55,351 +603	+1%	+$15.2K	1.09%	28
2023 Q3	$1.31M	Buy	+54,748	New	+$1.38M	1.26%	21

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 22.96% 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

Magnolia Capital Advisors's BUFR Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 25% in Q2 2026, selling an estimated $302K and leaving 25,099 shares worth $917K. The position accounts for 0.16% of the portfolio, ranked #156.

Magnolia Capital Advisors first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Magnolia Capital Advisors held 25,099 shares of FT Vest Fund of Buffer ETFs worth $917K as of Q2 2026.
Magnolia Capital Advisors sold 8,419 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $302K.
FT Vest Fund of Buffer ETFs made up 0.16% of Magnolia Capital Advisors's portfolio in Q2 2026, its #156 holding.
Magnolia Capital Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
Magnolia Capital Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.87M in Q4 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.