MP
BUFY

McDonald Partners’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

McDonald Partners’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Buy
9,860
+860
+10% +$19.9K 0.06% 212
2026
Q1 		$201K Buy
+9,000
New +$203K 0.05% 207

Other funds holding BUFY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

McDonald Partners's BUFY Position: Q2 2026 in Review

McDonald Partners increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 9.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 9,860 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #212.

McDonald Partners first reported a position in BUFY in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

  • McDonald Partners held 9,860 shares of FT Vest Laddered International Moderate Buffer ETF worth $231K as of Q2 2026.
  • McDonald Partners bought 860 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $19.9K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.06% of McDonald Partners's portfolio in Q2 2026, its #212 holding.
  • McDonald Partners first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

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