EverSource Wealth Advisors’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 | $1.17M | Buy |
36,865
+2,450
| +7% | +$77.9K | 0.05% | 240 |
|
|
2025
Q1 | $1.02M | Buy |
34,415
+500
| +1% | +$14.8K | 0.06% | 241 |
|
|
2024
Q4 | $1.03M | Buy |
33,915
+2,785
| +9% | +$84.9K | 0.06% | 242 |
|
|
2024
Q3 | $930K | Sell |
31,130
-194
| -0.6% | -$5.8K | 0.06% | 226 |
|
|
2024
Q2 | $911K | Buy |
31,324
+3,438
| +12% | +$100K | 0.06% | 227 |
|
|
2024
Q1 | $770K | Buy |
+27,886
| New | +$770K | 0.06% | 215 |
|