HP
BUFR icon

Holistic Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Holistic Planning’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$692K Buy
21,765
+4,834
+29% +$154K 0.2% 88
2025
Q1 		$503K Buy
16,931
+596
+4% +$17.7K 0.17% 103
2024
Q4 		$498K Buy
16,335
+5,989
+58% +$182K 0.18% 98
2024
Q3 		$309K Buy
+10,346
New +$309K 0.13% 112