Avior Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $478K | Buy |
18,726
+2,913
| +18% | +$74.4K | 0.02% | 440 |
|
2025
Q1 | $376K | Hold |
15,813
| – | – | 0.01% | 488 |
|
2024
Q4 | $387K | Sell |
15,813
-430
| -3% | -$10.5K | 0.01% | 519 |
|
2024
Q3 | $392K | Buy |
16,243
+197
| +1% | +$4.75K | 0.02% | 518 |
|
2024
Q2 | $372K | Hold |
16,046
| – | – | 0.02% | 512 |
|
2024
Q1 | $361K | Sell |
16,046
-8,265
| -34% | -$186K | 0.02% | 534 |
|
2023
Q4 | $517K | Sell |
24,311
-19,845
| -45% | -$422K | 0.03% | 339 |
|
2023
Q3 | $869K | Buy |
44,156
+14,291
| +48% | +$281K | 0.06% | 214 |
|
2023
Q2 | $603K | Sell |
29,865
-4,439
| -13% | -$89.6K | 0.04% | 293 |
|
2023
Q1 | $650K | Buy |
+34,304
| New | +$650K | 0.04% | 273 |
|