Adamsbrown Wealth Consultants’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Adamsbrown Wealth Consultants’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	$738K	Sell	20,215 -1,963	-9%	-$70.3K	0.14%	63
2026 Q1	$749K	Buy	22,178 +4,062	+22%	+$139K	0.2%	53
2025 Q4	$621K	Buy	18,116 +356	+2%	+$12K	0.17%	57
2025 Q3	$594K	Hold	17,760	–	–	0.16%	52
2025 Q2	$565K	Sell	17,760 -92	-0.5%	-$2.77K	0.16%	48
2025 Q1	$530K	Buy	17,852 +2,472	+16%	+$75.5K	0.17%	48
2024 Q4	$469K	Buy	15,380 +8,046	+110%	+$244K	0.16%	53
2024 Q3	$219K	Buy	+7,334	New	+$214K	0.08%	85

Other funds holding BUFR

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

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

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return