HSWS
Higgins & Schmidt Wealth Strategies’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-63,764
| Closed | -$1.89M | – | 52 |
|
|
2025
Q1 | $1.89M | Sell |
63,764
-7,683
| -11% | -$228K | 1.12% | 16 |
|
|
2024
Q4 | $2.18M | Sell |
71,447
-167,653
| -70% | -$5.11M | 1.36% | 14 |
|
|
2024
Q3 | $7.15M | Buy |
239,100
+8,536
| +4% | +$255K | 4.61% | 7 |
|
|
2024
Q2 | $6.67M | Buy |
230,564
+7,800
| +4% | +$226K | 4.81% | 7 |
|
|
2024
Q1 | $6.23M | Buy |
222,764
+187
| +0.1% | +$5.23K | 4.59% | 7 |
|
|
2023
Q4 | $5.91M | Buy |
+222,577
| New | +$5.91M | 4.76% | 7 |
|