CRWM
BUFR icon

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

Castle Rock 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 		$314K Hold
8,592
– – 0.06% 221
2026
Q1 		$292K Hold
8,592
– – 0.06% 220
2025
Q4 		$296K Hold
8,592
– – 0.06% 214
2025
Q3 		$287K Hold
8,592
– – 0.06% 215
2025
Q2 		$277K Hold
8,592
– – 0.06% 217
2025
Q1 		$255K Hold
8,592
– – 0.07% 203
2024
Q4 		$268K Hold
8,592
– – 0.06% 205
2024
Q3 		$256K Hold
8,592
– – 0.06% 219
2024
Q2 		$249K Hold
8,592
– – 0.06% 213
2024
Q1 		$237K Hold
8,592
– – 0.06% 215
2023
Q4 		$226K Sell
8,592
-250
-3% -$6.32K 0.07% 213
2023
Q3 		$217K Hold
8,842
– – 0.07% 200
2023
Q2 		$221K Sell
8,842
-700
-7% -$16.8K 0.08% 192
2023
Q1 		$226K Hold
9,542
– – 0.08% 192
2022
Q4 		$220K Buy
+9,542
New +$210K 0.1% 198
2022
Q3 		– Sell
-9,542
Closed -$209K – 202
2022
Q2 		$209K Hold
9,542
– – 0.11% 192
2022
Q1 		$225K Hold
9,542
– – 0.1% 210
2021
Q4 		$221K Hold
9,542
– – 0.09% 229
2021
Q3 		$227K Buy
+9,542
New +$221K 0.08% 239

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CWA
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HPC
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SCFS
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FWA
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DAS
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WEG
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AWM
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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