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 Q2	$1.15M	Sell	48,951 -181	-0.4%	-$4.18K	0.06%	165
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

McKinley Carter Wealth Services's BUFY Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 0.37% in Q2 2026, selling an estimated $4.18K and leaving 48,951 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #165.

McKinley Carter Wealth Services first reported a position in BUFY in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

McKinley Carter Wealth Services held 48,951 shares of FT Vest Laddered International Moderate Buffer ETF worth $1.15M as of Q2 2026.
McKinley Carter Wealth Services sold 181 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $4.18K.
FT Vest Laddered International Moderate Buffer ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #165 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 5 quarters since.
62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.