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