CAS
Coppell Advisory Solutions’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 | $24.6M | Buy |
775,179
+201,393
| +35% | +$6.39M | 2.92% | 4 |
|
|
2025
Q1 | $16.9M | Sell |
573,786
-114,285
| -17% | -$3.36M | 2.34% | 6 |
|
|
2024
Q4 | $21M | Buy |
688,071
+81,557
| +13% | +$2.49M | 2.93% | 7 |
|
|
2024
Q3 | $18.1M | Buy |
606,514
+13,129
| +2% | +$392K | 2.66% | 9 |
|
|
2024
Q2 | $17.2M | Buy |
+593,385
| New | +$17.2M | 2.83% | 7 |
|
|
2023
Q4 | $2.98M | Buy |
+112,272
| New | +$2.98M | 0.59% | 35 |
|