Regal Investment Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-54,015
| Closed | -$1.28M | – | 483 |
|
2025
Q1 | $1.28M | Buy |
54,015
+8,710
| +19% | +$207K | 0.1% | 190 |
|
2024
Q4 | $1.11M | Buy |
45,305
+8,450
| +23% | +$207K | 0.08% | 212 |
|
2024
Q3 | $889K | Buy |
36,855
+1,540
| +4% | +$37.1K | 0.06% | 260 |
|
2024
Q2 | $819K | Buy |
35,315
+7,375
| +26% | +$171K | 0.05% | 278 |
|
2024
Q1 | $629K | Buy |
27,940
+9,980
| +56% | +$225K | 0.04% | 316 |
|
2023
Q4 | $382K | Sell |
17,960
-1,000
| -5% | -$21.3K | 0.03% | 372 |
|
2023
Q3 | $373K | Buy |
18,960
+3,000
| +19% | +$59K | 0.03% | 346 |
|
2023
Q2 | $322K | Sell |
15,960
-1,050
| -6% | -$21.2K | 0.03% | 383 |
|
2023
Q1 | $322K | Buy |
17,010
+1,650
| +11% | +$31.3K | 0.03% | 371 |
|
2022
Q4 | $276K | Buy |
+15,360
| New | +$276K | 0.03% | 393 |
|