AWA
Amplius Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3M | Sell |
983,331
-8,727
| -0.9% | -$278K | 2.91% | 11 |
|
|
2025
Q1 | $29.5M | Sell |
992,058
-155,220
| -14% | -$4.61M | 3.06% | 11 |
|
|
2024
Q4 | $35M | Buy |
1,147,278
+138,970
| +14% | +$4.23M | 3.58% | 7 |
|
|
2024
Q3 | $30.1M | Buy |
1,008,308
+578,271
| +134% | +$17.3M | 3.29% | 11 |
|
|
2024
Q2 | $12.4M | Sell |
430,037
-12,232
| -3% | -$354K | 1.38% | 23 |
|
|
2024
Q1 | $12.4M | Sell |
442,269
-762,837
| -63% | -$21.3M | 1.39% | 21 |
|
|
2023
Q4 | $32M | Buy |
1,205,106
+318,965
| +36% | +$8.47M | 3.87% | 9 |
|
|
2023
Q3 | $21.7M | Buy |
+886,141
| New | +$21.7M | 2.91% | 11 |
|