Summit Wealth Partners’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-89,938	Closed	-$2.12M	–	208
2024 Q3	$2.12M	Sell	89,938 -7,466	-8%	-$176K	0.41%	50
2024 Q2	$2.22M	Sell	97,404 -9,147	-9%	-$209K	0.46%	42
2024 Q1	$2.37M	Buy	+106,551	New	+$2.37M	0.51%	38