Mach-1 Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Mach-1 Financial Group’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	34,391 +161	+0.5%	+$5.53K	0.41%	35
2025 Q4	$1.17M	Buy	+34,230	New	+$1.16M	0.24%	80
2025 Q3	–	Sell	-33,347	Closed	-$1.06M	–	272
2025 Q2	$1.06M	Buy	+33,347	New	+$1M	0.31%	82
2025 Q1	–	Sell	-21,042	Closed	-$641K	–	241
2024 Q4	$641K	Sell	21,042 -271,352	-93%	-$8.23M	1.16%	17
2024 Q3	$8.74M	Buy	292,394 +22,776	+8%	+$666K	5.36%	5
2024 Q2	$7.81M	Sell	269,618 -272,005	-50%	-$7.67M	5.5%	4
2024 Q1	$15.1M	Buy	541,623 +33,107	+7%	+$902K	11.55%	2
2023 Q4	$13.5M	Buy	508,516 +32,690	+7%	+$826K	5.15%	2
2023 Q3	$11.7M	Buy	+475,826	New	+$12M	4.88%	1

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return