O'Donnell Financial Services’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

O'Donnell Financial Services’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$424K	Sell	18,384 -8,858	-33%	-$206K	0.15%	43
2025 Q4	$622K	Sell	27,242 -3,550	-12%	-$80.4K	0.21%	36
2025 Q3	$692K	Sell	30,792 -12,845	-29%	-$280K	0.25%	35
2025 Q2	$918K	Sell	43,637 -494,737	-92%	-$10M	0.35%	31
2025 Q1	$10.9M	Buy	+538,374	New	+$11.4M	4.5%	8

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

O'Donnell Financial Services's BUFS Position: Q1 2026 in Review

O'Donnell Financial Services reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 33% in Q1 2026, selling an estimated $206K and leaving 18,384 shares worth $424K. The position accounts for 0.15% of the portfolio, ranked #43.

O'Donnell Financial Services first reported a position in BUFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q1 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

O'Donnell Financial Services held 18,384 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $424K as of Q1 2026.
O'Donnell Financial Services sold 8,858 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $206K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.15% of O'Donnell Financial Services's portfolio in Q1 2026, its #43 holding.
O'Donnell Financial Services first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
O'Donnell Financial Services's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $10.9M in Q1 2025.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.