Summit Wealth Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
8,243
| – | – | 0.04% | 204 |
|
|
2025
Q1 | $206K | Buy |
+8,243
| New | +$206K | 0.04% | 203 |
|
|
2023
Q2 | – | Sell |
-17,866
| Closed | -$365K | – | 184 |
|
|
2023
Q1 | $365K | Sell |
17,866
-4,234
| -19% | -$86.5K | 0.09% | 129 |
|
|
2022
Q4 | $435K | Sell |
22,100
-4,622
| -17% | -$90.9K | 0.12% | 117 |
|
|
2022
Q3 | $511K | Sell |
26,722
-310
| -1% | -$5.92K | 0.14% | 87 |
|
|
2022
Q2 | $528K | Buy |
27,032
+10,287
| +61% | +$201K | 0.14% | 90 |
|
|
2022
Q1 | $355K | Buy |
16,745
+7,358
| +78% | +$156K | 0.08% | 116 |
|
|
2021
Q4 | $200K | Buy |
+9,387
| New | +$200K | 0.04% | 158 |
|