Harbor Investment Advisory’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Harbor Investment Advisory’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	$18.6K	Hold	510	–	–	﹤0.01%	956
2026 Q1	$17.2K	Hold	510	–	–	﹤0.01%	810
2025 Q4	$17.5K	Hold	510	–	–	﹤0.01%	844
2025 Q3	$17K	Hold	510	–	–	﹤0.01%	816
2025 Q2	$16.2K	Hold	510	–	–	﹤0.01%	808
2025 Q1	$15.1K	Hold	510	–	–	﹤0.01%	807
2024 Q4	$15.5K	Hold	510	–	–	﹤0.01%	793
2024 Q3	$15.2K	Buy	510 +140	+38%	+$4.09K	﹤0.01%	794
2024 Q2	$10.7K	Hold	370	–	–	﹤0.01%	845
2024 Q1	$10.3K	Hold	370	–	–	﹤0.01%	850
2023 Q4	$9.83K	Buy	+370	New	+$9.35K	﹤0.01%	833

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

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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