AWM
BUFR icon

Avior Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Avior Wealth Management’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 		$1.09M Buy
29,973
+1,648
+6% +$59K 0.03% 340
2026
Q1 		$957K Buy
28,325
+18,991
+203% +$652K 0.03% 364
2025
Q4 		$320K Sell
9,334
-60
-0.6% -$2.03K 0.01% 594
2025
Q3 		$314K Buy
9,394
+109
+1% +$3.56K 0.01% 579
2025
Q2 		$295K Sell
9,285
-57
-0.6% -$1.72K 0.01% 574
2025
Q1 		$277K Buy
9,342
+4,273
+84% +$131K 0.01% 570
2024
Q4 		$154K Buy
5,069
+327
+7% +$9.92K 0.01% 783
2024
Q3 		$142K Buy
4,742
+2,854
+151% +$83.4K 0.01% 786
2024
Q2 		$54.6K Buy
1,888
+195
+12% +$5.5K ﹤0.01% 1059
2024
Q1 		$47.4K Buy
1,693
+1,279
+309% +$34.9K ﹤0.01% 1257
2023
Q4 		$11K Hold
414
– – ﹤0.01% 976
2023
Q3 		$10.2K Buy
414
+2
+0.5% +$50 ﹤0.01% 1038
2023
Q2 		$10.3K Buy
+412
New +$9.86K ﹤0.01% 1023

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