Advisory Resource Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Advisory Resource Group’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	$402K	Sell	11,018 -9,827	-47%	-$352K	0.06%	148
2026 Q1	$704K	Buy	20,845 +7,002	+51%	+$240K	0.12%	121
2025 Q4	$474K	Sell	13,843 -16,740	-55%	-$565K	0.08%	129
2025 Q3	$1.02M	Buy	30,583 +14,631	+92%	+$477K	0.18%	112
2025 Q2	$507K	Sell	15,952 -690	-4%	-$20.8K	0.1%	128
2025 Q1	$494K	Buy	16,642 +5,057	+44%	+$155K	0.1%	129
2024 Q4	$353K	Buy	+11,585	New	+$351K	0.07%	132

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