MTM Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

MTM Investment 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	$311K	Buy	8,525 +1,375	+19%	+$49.3K	0.09%	170
2026 Q1	$241K	Buy	7,150 +4,150	+138%	+$142K	0.08%	183
2025 Q4	$103K	Hold	3,000	–	–	0.03%	256
2025 Q3	$100K	Hold	3,000	–	–	0.03%	265
2025 Q2	$95.4K	Hold	3,000	–	–	0.03%	268
2025 Q1	$89.4K	Buy	+3,000	New	+$91.7K	0.03%	212

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 22.96% 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

MTM Investment Management's BUFR Position: Q2 2026 in Review

MTM Investment Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 19% in Q2 2026, buying an estimated $49.3K and bringing the position to 8,525 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #170.

MTM Investment Management first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

MTM Investment Management held 8,525 shares of FT Vest Fund of Buffer ETFs worth $311K as of Q2 2026.
MTM Investment Management bought 1,375 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $49.3K.
FT Vest Fund of Buffer ETFs made up 0.09% of MTM Investment Management's portfolio in Q2 2026, its #170 holding.
MTM Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.