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Alliance Wealth Advisors (Pennsylvania)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$935K Hold
25,604
– – 0.37% 51
2026
Q1 		$865K Hold
25,604
– – 0.41% 47
2025
Q4 		$877K Hold
25,604
– – 0.42% 45
2025
Q3 		$856K Sell
25,604
-153
-0.6% -$4.99K 0.43% 44
2025
Q2 		$819K Sell
25,757
-1,414
-5% -$42.6K 0.45% 40
2025
Q1 		$807K Hold
27,171
– – 0.47% 38
2024
Q4 		$828K Hold
27,171
– – 0.47% 40
2024
Q3 		$812K Hold
27,171
– – 0.47% 41
2024
Q2 		$786K Sell
27,171
-283
-1% -$7.99K 0.5% 39
2024
Q1 		$768K Buy
27,454
+2,204
+9% +$60.1K 0.49% 38
2023
Q4 		$671K Sell
25,250
-43,321
-63% -$1.09M 0.44% 42
2023
Q3 		$1.68M Buy
68,571
+5,326
+8% +$134K 1.22% 20
2023
Q2 		$1.58M Buy
63,245
+568
+0.9% +$13.6K 1.13% 22
2023
Q1 		$1.47M Sell
62,677
-72
-0.1% -$1.65K 1.1% 24
2022
Q4 		$1.39M Buy
62,749
+773
+1% +$17K 1.16% 23
2022
Q3 		$1.29M Buy
61,976
+3,594
+6% +$79.9K 1.2% 21
2022
Q2 		$1.25M Buy
+58,382
New +$1.31M 1.08% 23

Other funds holding BUFR

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return