Iams Wealth Management’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
Q2 | $3.98M | Sell |
125,190
-46,686
| -27% | -$1.48M | 1.83% | 6 |
|
|
2025
Q1 | $5.1M | Buy |
171,876
+16,922
| +11% | +$502K | 2.34% | 4 |
|
|
2024
Q4 | $4.72M | Buy |
154,954
+14,933
| +11% | +$455K | 2.16% | 6 |
|
|
2024
Q3 | $4.19M | Buy |
140,021
+50,862
| +57% | +$1.52M | 2.05% | 9 |
|
|
2024
Q2 | $2.58M | Buy |
89,159
+30,542
| +52% | +$883K | 1.41% | 14 |
|
|
2024
Q1 | $1.61M | Sell |
58,617
-54,047
| -48% | -$1.49M | 0.99% | 32 |
|
|
2023
Q4 | $2.99M | Sell |
112,664
-27,629
| -20% | -$734K | 1.94% | 13 |
|
|
2023
Q3 | $3.44M | Buy |
+140,293
| New | +$3.44M | 2.38% | 7 |
|
|
2023
Q2 | – | Sell |
-44,713
| Closed | -$1.04M | – | 15 |
|
|
2023
Q1 | $1.04M | Buy |
44,713
+6,450
| +17% | +$150K | 0.86% | 35 |
|
|
2022
Q4 | $850K | Buy |
+38,263
| New | +$850K | 0.86% | 39 |
|