Meridian 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 | $11.7M | Sell |
367,042
-3,427
| -0.9% | -$109K | 0.5% | 40 |
|
|
2025
Q1 | $11M | Buy |
370,469
+16,374
| +5% | +$486K | 0.53% | 41 |
|
|
2024
Q4 | $10.8M | Buy |
354,095
+29,691
| +9% | +$905K | 0.51% | 42 |
|
|
2024
Q3 | $9.7M | Buy |
324,404
+15,390
| +5% | +$460K | 0.48% | 45 |
|
|
2024
Q2 | $8.94M | Buy |
+309,014
| New | +$8.94M | 1.07% | 19 |
|
|
2024
Q1 | – | Sell |
-256,235
| Closed | -$6.81M | – | 228 |
|
|
2023
Q4 | $6.81M | Buy |
256,235
+33,292
| +15% | +$885K | 0.43% | 48 |
|
|
2023
Q3 | $5.46M | Buy |
222,943
+19,506
| +10% | +$478K | 0.33% | 60 |
|
|
2023
Q2 | $5.09M | Buy |
203,437
+8,389
| +4% | +$210K | 0.43% | 42 |
|
|
2023
Q1 | $4.58M | Buy |
195,048
+38,267
| +24% | +$898K | 0.4% | 50 |
|
|
2022
Q4 | $3.48M | Buy |
156,781
+28,680
| +22% | +$637K | 0.34% | 65 |
|
|
2022
Q3 | $2.67M | Buy |
128,101
+42,929
| +50% | +$895K | 0.29% | 87 |
|
|
2022
Q2 | $1.83M | Buy |
85,172
+50,135
| +143% | +$1.08M | 0.15% | 156 |
|
|
2022
Q1 | $833K | Buy |
35,037
+2,500
| +8% | +$59.4K | 0.09% | 176 |
|
|
2021
Q4 | $782K | Buy |
32,537
+9,337
| +40% | +$224K | 0.08% | 191 |
|
|
2021
Q3 | $532K | Buy |
+23,200
| New | +$532K | 0.07% | 212 |
|