Capital Advisory Group Advisory Services’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 | $1.32M | Buy |
41,562
+430
| +1% | +$13.7K | 0.48% | 59 |
|
2025
Q1 | $1.22M | Buy |
41,132
+168
| +0.4% | +$4.99K | 0.47% | 65 |
|
2024
Q4 | $1.25M | Buy |
40,964
+4,841
| +13% | +$148K | 0.45% | 63 |
|
2024
Q3 | $1.08M | Buy |
36,123
+7,551
| +26% | +$226K | 0.43% | 62 |
|
2024
Q2 | $826K | Buy |
28,572
+8,802
| +45% | +$255K | 0.35% | 64 |
|
2024
Q1 | $553K | Hold |
19,770
| – | – | 0.26% | 84 |
|
2023
Q4 | $525K | Hold |
19,770
| – | – | 0.28% | 77 |
|
2023
Q3 | $484K | Sell |
19,770
-2,400
| -11% | -$58.8K | 0.27% | 84 |
|
2023
Q2 | $555K | Buy |
22,170
+5,650
| +34% | +$141K | 0.4% | 58 |
|
2023
Q1 | $388K | Buy |
+16,520
| New | +$388K | 0.23% | 94 |
|