MAM
BUFR icon

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 6.38% 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 6.42% 3
2024
Q4 		$32.7M Sell
1,074,255
-186,451
-15% -$5.65M 7.23% 1
2024
Q3 		$37.7M Sell
1,260,706
-120,749
-9% -$3.53M 8.48% 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM