Kingswood Wealth Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
20,975
-36,807
| -64% | -$940K | 0.04% | 391 |
|
|
2025
Q1 | $1.37M | Sell |
57,782
-1,706
| -3% | -$40.6K | 0.13% | 192 |
|
|
2024
Q4 | $1.46M | Buy |
59,488
+2,080
| +4% | +$51K | 0.11% | 200 |
|
|
2024
Q3 | $1.38M | Sell |
57,408
-277
| -0.5% | -$6.68K | 0.1% | 233 |
|
|
2024
Q2 | $1.34M | Sell |
57,685
-1,782
| -3% | -$41.3K | 0.12% | 183 |
|
|
2024
Q1 | $1.34M | Buy |
59,467
+421
| +0.7% | +$9.48K | 0.15% | 157 |
|
|
2023
Q4 | $1.26M | Buy |
+59,046
| New | +$1.26M | 0.14% | 167 |
|