Axxcess Wealth Management’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 | $237K | Hold |
7,439
| – | – | 0.01% | 786 |
|
|
2025
Q1 | $221K | Sell |
7,439
-18,390
| -71% | -$546K | 0.01% | 783 |
|
|
2024
Q4 | $787K | Buy |
25,829
+1,085
| +4% | +$33.1K | 0.02% | 451 |
|
|
2024
Q3 | $740K | Sell |
24,744
-70
| -0.3% | -$2.09K | 0.02% | 462 |
|
|
2024
Q2 | $718K | Buy |
24,814
+1,036
| +4% | +$30K | 0.02% | 443 |
|
|
2024
Q1 | $665K | Buy |
+23,778
| New | +$665K | 0.02% | 468 |
|
|
2023
Q4 | – | Sell |
-9,257
| Closed | -$227K | – | 845 |
|
|
2023
Q3 | $227K | Buy |
+9,257
| New | +$227K | 0.01% | 693 |
|