McDonald Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

McDonald Partners’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	$493K	Hold	13,500	–	–	0.12%	151
2026 Q1	$456K	Buy	13,500 +3,500	+35%	+$120K	0.11%	147
2025 Q4	$343K	Buy	10,000 +3,000	+43%	+$101K	0.11%	162
2025 Q3	$234K	Hold	7,000	–	–	0.07%	210
2025 Q2	$223K	Hold	7,000	–	–	0.05%	236
2025 Q1	$208K	Hold	7,000	–	–	0.05%	230
2024 Q4	$213K	Buy	+7,000	New	+$212K	0.05%	224

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

McDonald Partners's BUFR Position: Q2 2026 in Review

McDonald Partners held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 13,500 shares worth $493K. The position accounts for 0.12% of the portfolio, ranked #151.

McDonald Partners first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

McDonald Partners held 13,500 shares of FT Vest Fund of Buffer ETFs worth $493K as of Q2 2026.
McDonald Partners left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.12% of McDonald Partners's portfolio in Q2 2026, its #151 holding.
McDonald Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.