PWM
BUFR icon

Purus Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Purus Wealth Management’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
Q2 		$1.46M Sell
39,962
-2,183
-5% -$78.2K 0.4% 53
2026
Q1 		$1.42M Sell
42,145
-9,142
-18% -$314K 0.45% 50
2025
Q4 		$1.76M Sell
51,287
-1,503
-3% -$50.7K 0.55% 45
2025
Q3 		$1.76M Sell
52,790
-635
-1% -$20.7K 0.56% 43
2025
Q2 		$1.7M Buy
53,425
+724
+1% +$21.8K 0.59% 45
2025
Q1 		$1.56M Sell
52,701
-1,348
-2% -$41.2K 0.67% 39
2024
Q4 		$1.65M Sell
54,049
-163,373
-75% -$4.95M 0.65% 39
2024
Q3 		$6.5M Buy
217,422
+7,248
+3% +$212K 2.75% 9
2024
Q2 		$6.08M Buy
210,174
+3,037
+1% +$85.7K 2.68% 9
2024
Q1 		$5.79M Sell
207,137
-2,021
-1% -$55.1K 2.86% 8
2023
Q4 		$5.56M Sell
209,158
-5,673
-3% -$143K 3.22% 7
2023
Q3 		$5.26M Buy
214,831
+426
+0.2% +$10.7K 3.55% 5
2023
Q2 		$5.37M Buy
+214,405
New +$5.13M 3.48% 5

Other funds holding BUFR

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return