CFG
BUFR icon

Cooper Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cooper Financial Group’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 		$19.1M Buy
522,233
+13,345
+3% +$478K 1.58% 17
2026
Q1 		$17.2M Buy
508,888
+26,928
+6% +$925K 1.74% 14
2025
Q4 		$16.5M Buy
481,960
+12,062
+3% +$407K 1.76% 14
2025
Q3 		$15.7M Sell
469,898
-1,969
-0.4% -$64.2K 1.74% 13
2025
Q2 		$15M Buy
471,867
+25,714
+6% +$774K 1.76% 13
2025
Q1 		$13.2M Buy
446,153
+14,416
+3% +$441K 1.74% 11
2024
Q4 		$13.2M Buy
431,737
+179,628
+71% +$5.45M 1.58% 15
2024
Q3 		$7.54M Buy
252,109
+27,865
+12% +$814K 0.98% 20
2024
Q2 		$6.49M Buy
224,244
+21,549
+11% +$608K 0.95% 24
2024
Q1 		$5.67M Buy
202,695
+175,241
+638% +$4.78M 0.93% 23
2023
Q4 		$729K Buy
27,454
+2,958
+12% +$74.7K 0.13% 148
2023
Q3 		$600K Buy
24,496
+1,695
+7% +$42.6K 0.14% 161
2023
Q2 		$571K Buy
22,801
+10,935
+92% +$262K 0.14% 168
2023
Q1 		$278K Buy
11,866
+1,426
+14% +$32.7K 0.08% 253
2022
Q4 		$232K Buy
+10,440
New +$230K 0.07% 259

Other funds holding BUFR

CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 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