Tower 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
$11.2M Buy
351,737
+4,935
+1% +$157K 6.61% 6
2025
Q1
$10.3M Sell
346,802
-902
-0.3% -$26.8K 5.5% 9
2024
Q4
$10.6M Sell
347,704
-23,333
-6% -$711K 5.54% 9
2024
Q3
$11.1M Sell
371,037
-22
-0% -$658 6.45% 8
2024
Q2
$10.7M Buy
371,059
+9,075
+3% +$262K 6.63% 8
2024
Q1
$10.1M Buy
361,984
+1,482
+0.4% +$41.4K 6.57% 7
2023
Q4
$9.58M Buy
360,502
+30,216
+9% +$803K 6.77% 7
2023
Q3
$8.09M Buy
330,286
+1,839
+0.6% +$45K 6.65% 8
2023
Q2
$8.22M Buy
328,447
+2,319
+0.7% +$58.1K 6.59% 8
2023
Q1
$7.65M Buy
326,128
+4,136
+1% +$97.1K 6.39% 8
2022
Q4
$7.15M Buy
+321,992
New +$7.15M 6.23% 8