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McCarthy & Cox’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

McCarthy & Cox’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
2025
Q4 		– Sell
-36,058
Closed -$1.21M – 26
2025
Q3 		$1.21M Buy
+36,058
New +$1.18M 0.27% 28

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McCarthy & Cox's BUFR Position: Q4 2025 in Review

McCarthy & Cox sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2025, closing a stake of 36,058 shares — an estimated $1.21M sold.

McCarthy & Cox first reported a position in BUFR in Q3 2025 and held it in 1 quarter. The position peaked at $1.21M in Q3 2025. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

  • McCarthy & Cox reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 36,058 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $1.21M.
  • McCarthy & Cox first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and held it in 1 quarter.
  • McCarthy & Cox's FT Vest Fund of Buffer ETFs position peaked at $1.21M in Q3 2025.
  • 500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.