Milestone Asset Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Milestone Asset Management’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 Q2	$38M	Sell	1,040,780 -9,107	-0.9%	-$326K	5.98%	1
2026 Q1	$35.5M	Buy	1,049,887 +34,827	+3%	+$1.2M	6.54%	2
2025 Q4	$34.8M	Buy	1,015,060 +7,158	+0.7%	+$242K	6.56%	1
2025 Q3	$33.7M	Sell	1,007,902 -54,204	-5%	-$1.77M	6.37%	2
2025 Q2	$33.8M	Buy	1,062,106 +48,786	+5%	+$1.47M	7.14%	3
2025 Q1	$30.1M	Sell	1,013,320 -60,935	-6%	-$1.86M	6.4%	3
2024 Q4	$32.7M	Sell	1,074,255 -186,451	-15%	-$5.65M	7.21%	1
2024 Q3	$37.7M	Sell	1,260,706 -120,749	-9%	-$3.53M	8.46%	1
2024 Q2	$40M	Buy	1,381,455 +197,593	+17%	+$5.58M	10%	1
2024 Q1	$33.1M	Buy	1,183,862 +659,889	+126%	+$18M	9.46%	1
2023 Q4	$13.9M	Buy	+523,973	New	+$13.2M	4.58%	7

Other funds holding BUFR

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Milestone Asset Management's BUFR Position: Q2 2026 in Review

Milestone Asset Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.87% in Q2 2026, selling an estimated $326K and leaving 1,040,780 shares worth $38M. The position accounts for 5.98% of the portfolio, ranked #1.

Milestone Asset Management first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $40M in Q2 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Milestone Asset Management held 1,040,780 shares of FT Vest Fund of Buffer ETFs worth $38M as of Q2 2026.
Milestone Asset Management sold 9,107 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $326K.
FT Vest Fund of Buffer ETFs made up 5.98% of Milestone Asset Management's portfolio in Q2 2026, its #1 holding.
Milestone Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Milestone Asset Management's FT Vest Fund of Buffer ETFs position peaked at $40M in Q2 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.