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
2026 Q2	$2.88M	Buy	+78,738	New	+$2.82M	0.05%	332
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

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

Mount Yale Investment Advisors's BUFR Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 78,738 shares worth $2.88M. The stake represents 0.05% of the portfolio and ranks #332 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BUFR as recently as Q1 2025.

Mount Yale Investment Advisors first reported a position in BUFR in Q4 2024 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Mount Yale Investment Advisors held 78,738 shares of FT Vest Fund of Buffer ETFs worth $2.88M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Mount Yale Investment Advisors position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #332 holding.
Mount Yale Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 3 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.