B. Riley Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
+155,816
| New | +$4.95M | 0.23% | 91 |
|
|
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% | +$437K | 0.09% | 225 |
|
|
2024
Q2 | $2.6M | Buy |
89,791
+44,902
| +100% | +$1.3M | 0.07% | 280 |
|
|
2024
Q1 | $1.1M | Sell |
44,889
-9,876
| -18% | -$242K | 0.03% | 495 |
|
|
2023
Q4 | $1.46M | Buy |
54,765
+9,876
| +22% | +$262K | 0.04% | 437 |
|
|
2023
Q3 | $1.1M | Buy |
+44,889
| New | +$1.1M | 0.03% | 495 |
|
|
2023
Q1 | – | Sell |
-11,466
| Closed | -$255K | – | 1531 |
|
|
2022
Q4 | $255K | Sell |
11,466
-2,568
| -18% | -$57K | 0.01% | 1127 |
|
|
2022
Q3 | $293K | Buy |
+14,034
| New | +$293K | 0.01% | 1012 |
|