Steward Partners Investment Advisory’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 | $13M | Buy |
407,277
+8,632
| +2% | +$274K | 0.1% | 202 |
|
|
2025
Q1 | $11.8M | Buy |
398,645
+230,035
| +136% | +$6.83M | 0.1% | 193 |
|
|
2024
Q4 | $5.14M | Buy |
168,610
+8,183
| +5% | +$249K | 0.05% | 367 |
|
|
2024
Q3 | $4.8M | Buy |
160,427
+9,411
| +6% | +$281K | 0.04% | 373 |
|
|
2024
Q2 | $4.37M | Sell |
151,016
-66,867
| -31% | -$1.93M | 0.05% | 362 |
|
|
2024
Q1 | $6.09M | Sell |
217,883
-2,604
| -1% | -$72.8K | 0.07% | 290 |
|
|
2023
Q4 | $5.86M | Buy |
220,487
+12,575
| +6% | +$334K | 0.08% | 250 |
|
|
2023
Q3 | $5.09M | Buy |
207,912
+10,137
| +5% | +$248K | 0.08% | 254 |
|
|
2023
Q2 | $4.95M | Buy |
197,775
+134,104
| +211% | +$3.36M | 0.07% | 266 |
|
|
2023
Q1 | $1.49M | Buy |
63,671
+30,533
| +92% | +$717K | 0.02% | 553 |
|
|
2022
Q4 | $736K | Buy |
33,138
+28,056
| +552% | +$623K | 0.01% | 766 |
|
|
2022
Q3 | $106K | Buy |
+5,082
| New | +$106K | ﹤0.01% | 1469 |
|