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Mount Yale Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Mount Yale Investment Advisors’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
2025
Q2 		– Sell
-14,914
Closed -$443K – 1495
2025
Q1 		$443K Buy
14,914
+2,118
+17% +$64.7K 0.04% 353
2024
Q4 		$390K Buy
+12,796
New +$388K 0.03% 383

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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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mount Yale Investment Advisors's BUFR Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 14,914 shares — an estimated $443K sold.

Mount Yale Investment Advisors first reported a position in BUFR in Q4 2024 and held it in 2 quarters. The position peaked at $443K in Q1 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • Mount Yale Investment Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14,914 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $443K.
  • Mount Yale Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and held it in 2 quarters.
  • Mount Yale Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $443K in Q1 2025.
  • 438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.