Echo Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Buy	32,808 +6,317	+24%	+$217K	0.64%	22
2025 Q4	$908K	Sell	26,491 -2,034	-7%	-$68.7K	0.53%	25
2025 Q3	$953K	Buy	28,525 +4,666	+20%	+$152K	0.56%	24
2025 Q2	$759K	Buy	23,859 +11,428	+92%	+$344K	0.47%	24
2025 Q1	$369K	Buy	12,431 +1,215	+11%	+$37.1K	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%	-$51.1K	0.17%	43
2024 Q2	$279K	Buy	9,647 +964	+11%	+$27.2K	0.21%	39
2024 Q1	$243K	Sell	8,683 -115	-1%	-$3.13K	0.2%	41
2023 Q4	$234K	Sell	8,798 -2,460	-22%	-$62.2K	0.22%	37
2023 Q3	$276K	Buy	+11,258	New	+$283K	0.3%	34
2022 Q3	–	Sell	-10,229	Closed	-$224K	–	44
2022 Q2	$224K	Buy	+10,229	New	+$229K	0.3%	44
2021 Q4	–	Sell	-12,614	Closed	-$293K	–	50
2021 Q3	$293K	Buy	12,614 +3,860	+44%	+$89.3K	0.35%	42
2021 Q2	$201K	Sell	8,754 -20,423	-70%	-$462K	0.26%	51
2021 Q1	$645K	Buy	+29,177	New	+$635K	0.81%	26