Guardian Wealth Advisors (North Carolina)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.3M | Buy |
1,614,405
+64,570
| +4% | +$2.05M | 3.61% | 7 |
|
2025
Q1 | $46M | Buy |
1,549,835
+61,397
| +4% | +$1.82M | 3.68% | 6 |
|
2024
Q4 | $45.4M | Buy |
1,488,438
+271,232
| +22% | +$8.26M | 3.57% | 6 |
|
2024
Q3 | $36.4M | Buy |
1,217,206
+67,260
| +6% | +$2.01M | 3.86% | 6 |
|
2024
Q2 | $33.3M | Buy |
1,149,946
+432,831
| +60% | +$12.5M | 3.89% | 6 |
|
2024
Q1 | $20.1M | Buy |
717,115
+690,155
| +2,560% | +$19.3M | 2.45% | 10 |
|
2023
Q4 | $716K | Buy |
+26,960
| New | +$716K | 0.11% | 107 |
|