Moors & Cabot’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Moors & Cabot’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	$1.87M	Buy	51,166 +8,565	+20%	+$307K	0.07%	244
2026 Q1	$1.44M	Sell	42,601 -7,826	-16%	-$269K	0.06%	276
2025 Q4	$1.73M	Buy	50,427 +6,472	+15%	+$219K	0.07%	237
2025 Q3	$1.47M	Buy	43,955 +18,168	+70%	+$593K	0.06%	268
2025 Q2	$820K	Buy	+25,787	New	+$776K	0.04%	387

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 22.9% 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

Moors & Cabot's BUFR Position: Q2 2026 in Review

Moors & Cabot increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 20% in Q2 2026, buying an estimated $307K and bringing the position to 51,166 shares worth $1.87M. The position accounts for 0.07% of the portfolio, ranked #244.

Moors & Cabot first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Moors & Cabot held 51,166 shares of FT Vest Fund of Buffer ETFs worth $1.87M as of Q2 2026.
Moors & Cabot bought 8,565 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $307K.
FT Vest Fund of Buffer ETFs made up 0.07% of Moors & Cabot's portfolio in Q2 2026, its #244 holding.
Moors & Cabot first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.