MCWS
BUFY

McKinley Carter Wealth Services’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

McKinley Carter Wealth Services’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
Q1 		$1.1M Buy
49,132
+7,243
+17% +$164K 0.06% 161
2025
Q4 		$932K Buy
41,889
+7,558
+22% +$165K 0.05% 179
2025
Q3 		$746K Buy
34,331
+23,300
+211% +$497K 0.04% 189
2025
Q2 		$233K Buy
+11,031
New +$224K 0.01% 289

Other funds holding BUFY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

McKinley Carter Wealth Services's BUFY Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 17% in Q1 2026, buying an estimated $164K and bringing the position to 49,132 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #161.

McKinley Carter Wealth Services first reported a position in BUFY in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • McKinley Carter Wealth Services held 49,132 shares of FT Vest Laddered International Moderate Buffer ETF worth $1.1M as of Q1 2026.
  • McKinley Carter Wealth Services bought 7,243 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2026, an estimated $164K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #161 holding.
  • McKinley Carter Wealth Services first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.