Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Buy |
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|
2025
Q2 | $528K | Sell |
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|
2025
Q1 | $500K | Sell |
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|
2024
Q4 | $543K | Sell |
|
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|
2024
Q3 | $548K | Sell |
|
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|
2024
Q2 | $559K | Hold |
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|
2024
Q1 | $540K | Sell |
|
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|
2023
Q4 | $517K | Sell |
|
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $578K | Sell |
|
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $513K | Hold |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $438K | Buy |
|