MGO One Seven’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

MGO One Seven’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 Q1	$1.62M	Buy	48,058 +1,899	+4%	+$65.2K	0.03%	510
2025 Q4	$1.58M	Sell	46,159 -11,282	-20%	-$381K	0.03%	498
2025 Q3	$1.92M	Sell	57,441 -1,837	-3%	-$59.9K	0.04%	420
2025 Q2	$1.89M	Buy	59,278 +36,343	+158%	+$1.09M	0.06%	345
2025 Q1	$681K	Buy	22,935 +10,612	+86%	+$324K	0.03%	542
2024 Q4	$375K	Sell	12,323 -5,532	-31%	-$168K	0.01%	747
2024 Q3	$534K	Buy	17,855 +4,833	+37%	+$141K	0.02%	569
2024 Q2	$377K	Buy	+13,022	New	+$367K	0.02%	670

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return