Iams Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.79M	Buy	201,100 +39,584	+25%	+$1.36M	2.37%	4
2025 Q4	$5.53M	Buy	161,516 +24,993	+18%	+$844K	2%	6
2025 Q3	$4.56M	Buy	136,523 +11,333	+9%	+$370K	1.83%	7
2025 Q2	$3.98M	Sell	125,190 -46,686	-27%	-$1.4M	1.83%	6
2025 Q1	$5.1M	Buy	171,876 +16,922	+11%	+$517K	2.34%	4
2024 Q4	$4.72M	Buy	154,954 +14,933	+11%	+$453K	2.16%	6
2024 Q3	$4.19M	Buy	140,021 +50,862	+57%	+$1.49M	2.05%	9
2024 Q2	$2.58M	Buy	89,159 +30,542	+52%	+$862K	1.41%	14
2024 Q1	$1.61M	Sell	58,617 -54,047	-48%	-$1.47M	0.99%	32
2023 Q4	$2.99M	Sell	112,664 -27,629	-20%	-$698K	1.94%	13
2023 Q3	$3.44M	Buy	+140,293	New	+$3.53M	2.38%	7
2023 Q2	–	Sell	-44,713	Closed	-$1.07M	–	142
2023 Q1	$1.04M	Buy	44,713 +6,450	+17%	+$148K	0.86%	35
2022 Q4	$850K	Buy	+38,263	New	+$843K	0.86%	39