MAM
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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
Q3 		$39.5M Buy
1,054,646
+13,866
+1% +$515K 6.26% 1
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Milestone Asset Management's BUFR Position: Q3 2026 in Review

Milestone Asset Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.3% in Q3 2026, buying an estimated $515K and bringing the position to 1,054,646 shares worth $39.5M. The position accounts for 6.26% of the portfolio, ranked #1.

Milestone Asset Management first reported a position in BUFR in Q4 2023 and has held it in 12 quarters since. The position peaked at $40M in Q2 2024. 78 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Milestone Asset Management held 1,054,646 shares of FT Vest Fund of Buffer ETFs worth $39.5M as of Q3 2026.
  • Milestone Asset Management bought 13,866 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $515K.
  • FT Vest Fund of Buffer ETFs made up 6.26% of Milestone Asset Management's portfolio in Q3 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 12 quarters since.
  • Milestone Asset Management's FT Vest Fund of Buffer ETFs position peaked at $40M in Q2 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.