QCIG
BUFR icon

Quad-Cities Investment Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Quad-Cities Investment 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
Q2 		$1.18M Sell
32,173
-345
-1% -$12.4K 0.42% 56
2026
Q1 		$1.1M Sell
32,518
-73
-0.2% -$2.51K 0.44% 56
2025
Q4 		$1.12M Buy
32,591
+38
+0.1% +$1.28K 0.46% 52
2025
Q3 		$1.09M Sell
32,553
-1,294
-4% -$42.2K 0.46% 50
2025
Q2 		$1.08M Hold
33,847
– – 0.49% 45
2025
Q1 		$1M Hold
33,847
– – 0.5% 45
2024
Q4 		$1.03M Buy
33,847
+1,149
+4% +$34.8K 0.51% 40
2024
Q3 		$977K Buy
32,698
+4,168
+15% +$122K 0.49% 44
2024
Q2 		$825K Buy
28,530
+1,310
+5% +$37K 0.46% 49
2024
Q1 		$761K Buy
27,220
+15,298
+128% +$417K 0.44% 55
2023
Q4 		$317K Buy
11,922
+378
+3% +$9.55K 0.2% 115
2023
Q3 		$283K Buy
+11,544
New +$290K 0.19% 125
2023
Q1 		– Sell
-10,063
Closed -$223K – 170
2022
Q4 		$223K Buy
+10,063
New +$222K 0.16% 145

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