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