PCG
BUFR icon

Prosperity Consulting Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Prosperity Consulting 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 		$30.8M Buy
912,623
+52,514
+6% +$1.8M 1.37% 16
2025
Q4 		$29.5M Buy
860,109
+150,208
+21% +$5.07M 1.33% 18
2025
Q3 		$23.7M Buy
709,901
+365,556
+106% +$11.9M 1.17% 18
2025
Q2 		$11M Buy
344,345
+66,663
+24% +$2.01M 0.8% 29
2025
Q1 		$8.24M Buy
277,682
+98,702
+55% +$3.02M 0.64% 34
2024
Q4 		$5.45M Buy
178,980
+36,103
+25% +$1.09M 0.41% 56
2024
Q3 		$4.27M Buy
142,877
+117,238
+457% +$3.43M 0.33% 72
2024
Q2 		$741K Buy
+25,639
New +$723K 0.1% 144

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Osaic Holdings
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Raymond James Financial
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Morgan Stanley
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Carson Wealth (CWM LLC)
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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