Global Trust Asset Management’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Global Trust Asset Management’s Portfolio FBUF Stock Details FBUF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$631K	Buy	20,973 +8,421	+67%	+$260K	0.24%	69
2025 Q4	$388K	Buy	+12,552	New	+$381K	0.15%	95

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Envestnet Asset Management

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Cambridge Investment Research Advisors

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Royal Bank of Canada

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Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return