CIA
Concurrent Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Sell |
264,554
-219,724
| -45% | -$6.99M | 0.16% | 137 |
|
|
2025
Q1 | $14.4M | Buy |
484,278
+70,765
| +17% | +$2.1M | 0.35% | 59 |
|
|
2024
Q4 | $12.6M | Buy |
413,513
+54,046
| +15% | +$1.65M | 0.34% | 65 |
|
|
2024
Q3 | $10.7M | Sell |
359,467
-1,817
| -0.5% | -$54.3K | 0.32% | 76 |
|
|
2024
Q2 | $10.4M | Buy |
361,284
+20,662
| +6% | +$598K | 0.34% | 67 |
|
|
2024
Q1 | $9.52M | Buy |
340,622
+119,064
| +54% | +$3.33M | 0.38% | 57 |
|
|
2023
Q4 | $5.89M | Buy |
+221,558
| New | +$5.89M | 0.28% | 80 |
|