BRWA
BUFR icon

B. Riley Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

B. Riley Wealth Advisors’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 		$727K Hold
19,970
– – 0.04% 380
2026
Q1 		$662K Sell
19,970
-104,975
-84% -$3.6M 0.04% 381
2025
Q4 		$4.28M Buy
124,945
+21,241
+20% +$717K 0.2% 112
2025
Q3 		$3.47M Sell
103,704
-52,112
-33% -$1.7M 0.17% 134
2025
Q2 		$4.95M Buy
+155,816
New +$4.69M 0.24% 94
2024
Q4 		$4.41M Buy
144,838
+40,410
+39% +$1.23M 0.14% 153
2024
Q3 		$3.12M Buy
104,428
+14,637
+16% +$428K 0.09% 225
2024
Q2 		$2.6M Buy
89,791
+44,902
+100% +$1.27M 0.07% 280
2024
Q1 		$1.1M Sell
44,889
-9,876
-18% -$269K 0.03% 495
2023
Q4 		$1.46M Buy
54,765
+9,876
+22% +$250K 0.04% 437
2023
Q3 		$1.1M Buy
+44,889
New +$1.13M 0.03% 495
2023
Q1 		– Sell
-11,466
Closed -$255K – 1531
2022
Q4 		$255K Sell
11,466
-2,568
-18% -$56.6K 0.01% 1127
2022
Q3 		$293K Buy
+14,034
New +$312K 0.01% 1012

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