Kingswood Wealth Advisors’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 | $1.7M | Sell |
53,563
-15,881
| -23% | -$505K | 0.13% | 165 |
|
|
2025
Q1 | $2.06M | Sell |
69,444
-17,490
| -20% | -$520K | 0.19% | 126 |
|
|
2024
Q4 | $2.65M | Buy |
86,934
+55,964
| +181% | +$1.71M | 0.2% | 113 |
|
|
2024
Q3 | $926K | Sell |
30,970
-17,359
| -36% | -$519K | 0.07% | 312 |
|
|
2024
Q2 | $1.4M | Buy |
48,329
+14,410
| +42% | +$417K | 0.13% | 174 |
|
|
2024
Q1 | $948K | Buy |
33,919
+22,255
| +191% | +$622K | 0.11% | 214 |
|
|
2023
Q4 | $310K | Buy |
+11,664
| New | +$310K | 0.04% | 466 |
|