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

FOCUS Wealth 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 Q2	$6.29M	Buy	172,105 +873	+0.5%	+$31.3K	2.91%	11
2026 Q1	$5.78M	Sell	171,232 -8,724	-5%	-$300K	2.83%	13
2025 Q4	$6.17M	Buy	179,956 +1,546	+0.9%	+$52.2K	2.87%	11
2025 Q3	$5.96M	Buy	178,410 +1,973	+1%	+$64.4K	2.87%	11
2025 Q2	$5.61M	Buy	176,437 +1,071	+0.6%	+$32.2K	2.92%	10
2025 Q1	$5.21M	Sell	175,366 -2,199	-1%	-$67.2K	2.88%	11
2024 Q4	$5.41M	Buy	177,565 +6,527	+4%	+$198K	2.87%	10
2024 Q3	$5.11M	Sell	171,038 -1,389	-0.8%	-$40.6K	2.55%	12
2024 Q2	$4.99M	Buy	172,427 +7,970	+5%	+$225K	2.56%	9
2024 Q1	$4.6M	Buy	164,457 +26,927	+20%	+$734K	2.46%	12
2023 Q4	$3.65M	Buy	137,530 +17,181	+14%	+$434K	2.31%	13
2023 Q3	$2.95M	Buy	+120,349	New	+$3.02M	2.04%	12

Other funds holding BUFR

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return