SFPG
Stonebridge Financial Planning Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
125,403
+3,495
| +3% | +$111K | 1.66% | 9 |
|
|
2025
Q1 | $3.62M | Buy |
121,908
+17,615
| +17% | +$523K | 1.65% | 10 |
|
|
2024
Q4 | $3.18M | Sell |
104,293
-7,030
| -6% | -$214K | 1.42% | 14 |
|
|
2024
Q3 | $3.33M | Buy |
111,323
+19,306
| +21% | +$577K | 1.59% | 10 |
|
|
2024
Q2 | $2.66M | Buy |
92,017
+24,837
| +37% | +$718K | 1.34% | 16 |
|
|
2024
Q1 | $1.88M | Buy |
67,180
+17,290
| +35% | +$483K | 0.99% | 30 |
|
|
2023
Q4 | $1.33M | Buy |
+49,890
| New | +$1.33M | 0.76% | 39 |
|