RFN
BUFR icon

RDA Financial Network’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

RDA Financial Network’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 		$282K Sell
7,721
-1,313
-15% -$47K 0.06% 234
2026
Q1 		$305K Sell
9,034
-799
-8% -$27.4K 0.08% 212
2025
Q4 		$337K Sell
9,833
-23,615
-71% -$797K 0.08% 191
2025
Q3 		$1.12M Sell
33,448
-2,465
-7% -$80.4K 0.28% 101
2025
Q2 		$1.14M Sell
35,913
-16,749
-32% -$504K 0.31% 95
2025
Q1 		$1.56M Buy
52,662
+269
+0.5% +$8.22K 0.47% 72
2024
Q4 		$1.6M Buy
52,393
+1,981
+4% +$60.1K 0.47% 65
2024
Q3 		$1.51M Buy
50,412
+1,543
+3% +$45.1K 0.47% 65
2024
Q2 		$1.41M Buy
48,869
+16
+0% +$451 0.46% 63
2024
Q1 		$1.37M Sell
48,853
-721
-1% -$19.6K 0.47% 63
2023
Q4 		$1.32M Sell
49,574
-2,884
-5% -$72.9K 0.5% 61
2023
Q3 		$1.28M Sell
52,458
-1,262
-2% -$31.7K 0.56% 55
2023
Q2 		$1.35M Buy
53,720
+997
+2% +$23.9K 0.57% 53
2023
Q1 		$1.24M Sell
52,723
-649
-1% -$14.9K 0.56% 56
2022
Q4 		$1.19M Buy
+53,372
New +$1.18M 0.6% 53

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