Summit Wealth Partners’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 | $528K | Sell |
16,595
-245
| -1% | -$7.79K | 0.1% | 129 |
|
|
2025
Q1 | $500K | Sell |
16,840
-996
| -6% | -$29.6K | 0.1% | 123 |
|
|
2024
Q4 | $543K | Sell |
17,836
-488
| -3% | -$14.9K | 0.11% | 119 |
|
|
2024
Q3 | $548K | Sell |
18,324
-1,000
| -5% | -$29.9K | 0.11% | 133 |
|
|
2024
Q2 | $559K | Hold |
19,324
| – | – | 0.12% | 126 |
|
|
2024
Q1 | $540K | Sell |
19,324
-135
| -0.7% | -$3.78K | 0.12% | 124 |
|
|
2023
Q4 | $517K | Sell |
19,459
-626
| -3% | -$16.6K | 0.12% | 118 |
|
|
2023
Q3 | $492K | Sell |
20,085
-2,989
| -13% | -$73.2K | 0.13% | 109 |
|
|
2023
Q2 | $578K | Sell |
23,074
-376
| -2% | -$9.42K | 0.14% | 98 |
|
|
2023
Q1 | $550K | Sell |
23,450
-956
| -4% | -$22.4K | 0.14% | 98 |
|
|
2022
Q4 | $542K | Sell |
24,406
-187
| -0.8% | -$4.15K | 0.14% | 101 |
|
|
2022
Q3 | $513K | Hold |
24,593
| – | – | 0.14% | 84 |
|
|
2022
Q2 | $528K | Buy |
24,593
+5,727
| +30% | +$123K | 0.14% | 91 |
|
|
2022
Q1 | $448K | Buy |
18,866
+646
| +4% | +$15.4K | 0.1% | 104 |
|
|
2021
Q4 | $438K | Buy |
+18,220
| New | +$438K | 0.09% | 105 |
|