Naviter Wealth’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
Sell
-288,051
Closed -$8.51M 277
2025
Q1
$8.51M Buy
288,051
+18,411
+7% +$544K 1.03% 18
2024
Q4
$8.22M Buy
269,640
+5,388
+2% +$164K 0.99% 19
2024
Q3
$7.9M Buy
264,252
+18,687
+8% +$559K 1.1% 16
2024
Q2
$7.1M Buy
245,565
+12,833
+6% +$371K 1.06% 19
2024
Q1
$6.51M Buy
+232,732
New +$6.51M 1.06% 19