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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.93M Buy
312,141
+14,960
+5% +$476K 7.42% 3
2025
Q1
$8.82M Sell
297,181
-16,137
-5% -$479K 6.73% 4
2024
Q4
$9.55M Sell
313,318
-14,610
-4% -$445K 7.33% 3
2024
Q3
$9.8M Buy
327,928
+9,494
+3% +$284K 7.58% 4
2024
Q2
$9.21M Sell
318,434
-3,029
-0.9% -$87.6K 7.8% 4
2024
Q1
$8.99M Sell
321,463
-9,244
-3% -$258K 7.68% 4
2023
Q4
$8.79M Buy
+330,707
New +$8.79M 8.4% 4