CWA
BUFR icon

Centennial Wealth Advisory’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Centennial Wealth Advisory’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 		$17.2M Sell
471,997
-9,013
-2% -$323K 3.72% 6
2026
Q1 		$16.2M Sell
481,010
-14,394
-3% -$494K 3.93% 7
2025
Q4 		$17M Buy
495,404
+2,532
+0.5% +$85.5K 4.49% 6
2025
Q3 		$16.5M Buy
492,872
+15,141
+3% +$494K 4.58% 4
2025
Q2 		$15.2M Sell
477,731
-2,311
-0.5% -$69.5K 4.83% 4
2025
Q1 		$14.3M Sell
480,042
-1,300
-0.3% -$39.7K 5.18% 5
2024
Q4 		$14.7M Sell
481,342
-14,415
-3% -$437K 5.75% 3
2024
Q3 		$14.8M Sell
495,757
-10,927
-2% -$319K 5.78% 4
2024
Q2 		$14.7M Sell
506,684
-312,444
-38% -$8.82M 6.35% 3
2024
Q1 		$22.9M Buy
819,128
+90,371
+12% +$2.46M 10.59% 2
2023
Q4 		$19.4M Buy
728,757
+655,256
+891% +$16.6M 9.91% 2
2023
Q3 		$1.8M Buy
+73,501
New +$1.85M 0.97% 29

Other funds holding BUFR

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return