Ergawealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Ergawealth Advisors’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 Q1	$5.61M	Sell	166,046 -1,477	-0.9%	-$50.7K	2.48%	7
2025 Q4	$5.74M	Sell	167,523 -157,329	-48%	-$5.31M	2.64%	7
2025 Q3	$10.9M	Sell	324,852 -82,261	-20%	-$2.68M	5.06%	6
2025 Q2	$12.9M	Sell	407,113 -18,381	-4%	-$553K	5.82%	6
2025 Q1	$12.6M	Buy	425,494 +86,440	+25%	+$2.64M	6.26%	6
2024 Q4	$10.3M	Buy	339,054 +72,411	+27%	+$2.2M	5.11%	8
2024 Q3	$7.97M	Buy	266,643 +74,691	+39%	+$2.18M	3.95%	10
2024 Q2	$5.55M	Buy	191,952 +163,420	+573%	+$4.61M	3.02%	11
2024 Q1	$798K	Buy	+28,532	New	+$778K	0.44%	24
2023 Q1	–	Sell	-10,881	Closed	-$242K	–	46
2022 Q4	$242K	Buy	+10,881	New	+$240K	0.22%	40

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return