Echo Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
23,859
+11,428
| +92% | +$363K | 0.47% | 24 |
|
|
2025
Q1 | $369K | Buy |
12,431
+1,215
| +11% | +$36.1K | 0.25% | 36 |
|
|
2024
Q4 | $342K | Buy |
11,216
+3,316
| +42% | +$101K | 0.24% | 35 |
|
|
2024
Q3 | $237K | Sell |
7,900
-1,747
| -18% | -$52.3K | 0.17% | 43 |
|
|
2024
Q2 | $279K | Buy |
9,647
+964
| +11% | +$27.9K | 0.21% | 39 |
|
|
2024
Q1 | $243K | Sell |
8,683
-115
| -1% | -$3.22K | 0.2% | 41 |
|
|
2023
Q4 | $234K | Sell |
8,798
-2,460
| -22% | -$65.4K | 0.22% | 37 |
|
|
2023
Q3 | $276K | Buy |
+11,258
| New | +$276K | 0.3% | 34 |
|
|
2022
Q3 | – | Sell |
-10,229
| Closed | -$224K | – | 44 |
|
|
2022
Q2 | $224K | Buy |
+10,229
| New | +$224K | 0.3% | 44 |
|
|
2021
Q4 | – | Sell |
-12,614
| Closed | -$293K | – | 49 |
|
|
2021
Q3 | $293K | Buy |
12,614
+3,860
| +44% | +$89.7K | 0.35% | 42 |
|
|
2021
Q2 | $201K | Sell |
8,754
-20,423
| -70% | -$469K | 0.26% | 51 |
|
|
2021
Q1 | $645K | Buy |
+29,177
| New | +$645K | 0.81% | 26 |
|