MAI Capital Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

MAI Capital Management’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	$2.63M	Buy	72,021 +10,008	+16%	+$358K	0.01%	631
2026 Q1	$2.09M	Sell	62,013 -1,276	-2%	-$43.8K	0.01%	572
2025 Q4	$2.17M	Sell	63,289 -541	-0.8%	-$18.3K	0.01%	553
2025 Q3	$2.13M	Buy	63,830 +1,180	+2%	+$38.5K	0.01%	525
2025 Q2	$1.99M	Buy	62,650 +6,067	+11%	+$183K	0.01%	488
2025 Q1	$1.68M	Buy	56,583 +44,731	+377%	+$1.37M	0.01%	512
2024 Q4	$361K	Buy	11,852 +2,437	+26%	+$73.9K	﹤0.01%	940
2024 Q3	$281K	Buy	9,415 +94	+1%	+$2.75K	﹤0.01%	905
2024 Q2	$270K	Hold	9,321	–	–	﹤0.01%	1027
2024 Q1	$261K	Hold	9,321	–	–	﹤0.01%	1030
2023 Q4	$248K	Hold	9,321	–	–	﹤0.01%	939
2023 Q3	$228K	Buy	+9,321	New	+$234K	﹤0.01%	925

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

MAI Capital Management's BUFR Position: Q2 2026 in Review

MAI Capital Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 16% in Q2 2026, buying an estimated $358K and bringing the position to 72,021 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #631.

MAI Capital Management first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

MAI Capital Management held 72,021 shares of FT Vest Fund of Buffer ETFs worth $2.63M as of Q2 2026.
MAI Capital Management bought 10,008 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $358K.
FT Vest Fund of Buffer ETFs made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #631 holding.
MAI Capital Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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