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

McDonald Partners’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$368K Buy
14,000
+2,500
+22% +$66.4K 0.09% 161
2025
Q4 		$305K Hold
11,500
– – 0.1% 170
2025
Q3 		$298K Buy
+11,500
New +$292K 0.09% 192

Other funds holding BUFZ

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FFS
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

McDonald Partners's BUFZ Position: Q1 2026 in Review

McDonald Partners increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 22% in Q1 2026, buying an estimated $66.4K and bringing the position to 14,000 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #161.

McDonald Partners first reported a position in BUFZ in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • McDonald Partners held 14,000 shares of FT Vest Laddered Moderate Buffer ETF worth $368K as of Q1 2026.
  • McDonald Partners bought 2,500 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $66.4K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.09% of McDonald Partners's portfolio in Q1 2026, its #161 holding.
  • McDonald Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.