Heritage Wealth Partners’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 Q1	$249K	Buy	8,403 +658	+8%	+$19.5K	0.38%	51
2024 Q4	$236K	Sell	7,745 -370	-5%	-$11.3K	0.3%	59
2024 Q3	$243K	Buy	8,115 +480	+6%	+$14.3K	0.29%	57
2024 Q2	$221K	Buy	+7,635	New	+$221K	0.32%	55