Sowell Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$752K	Sell	22,262 -1,461	-6%	-$50.2K	0.03%	511
2025 Q4	$813K	Sell	23,723 -116	-0.5%	-$3.92K	0.03%	494
2025 Q3	$797K	Sell	23,839 -4,298	-15%	-$140K	0.03%	492
2025 Q2	$895K	Sell	28,137 -131,200	-82%	-$3.95M	0.04%	443
2025 Q1	$4.73M	Buy	159,337 +133,479	+516%	+$4.08M	0.22%	102
2024 Q4	$788K	Sell	25,858 -31,397	-55%	-$952K	0.04%	349
2024 Q3	$1.55M	Buy	+57,255	New	+$1.67M	0.07%	275
2024 Q2	–	Sell	-15,634	Closed	-$437K	–	529
2024 Q1	$437K	Buy	15,634 +202	+1%	+$5.5K	0.02%	471
2023 Q4	$410K	Buy	+15,432	New	+$390K	0.02%	452
2021 Q2	–	Sell	-979	Closed	-$22K	–	832
2021 Q1	$22K	Hold	979	–	–	﹤0.01%	2017
2020 Q4	$21K	Hold	979	–	–	﹤0.01%	1715
2020 Q3	$20K	Buy	+979	New	+$19.7K	﹤0.01%	1556