Sweet Financial Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Sweet Financial Partners’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.55M	Sell	85,369 -4,131	-5%	-$121K	0.55%	42
2024 Q2	$2.59M	Buy	89,500 +1,220	+1%	+$34.4K	0.59%	39
2024 Q1	$2.47M	Sell	88,280 -410,547	-82%	-$11.2M	0.57%	40
2023 Q4	$13.3M	Sell	498,827 -7,178	-1%	-$181K	3.15%	6
2023 Q3	$12.4M	Buy	506,005 +6,542	+1%	+$164K	3.28%	6
2023 Q2	$12.5M	Sell	499,463 -13,761	-3%	-$329K	3.28%	6
2023 Q1	$12M	Sell	513,224 -6,706	-1%	-$154K	3.33%	7
2022 Q4	$11.5M	Buy	519,930 +11,023	+2%	+$243K	3.39%	7
2022 Q3	$10.6M	Buy	508,907 +39,879	+9%	+$887K	3.38%	7
2022 Q2	$10.1M	Buy	469,028 +453,906	+3,002%	+$10.2M	3.15%	8
2022 Q1	$359K	Buy	+15,122	New	+$354K	0.1%	120

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return