TRIA
Trail Ridge Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
121,043
-24,498
| -17% | -$792K | 1.88% | 13 |
|
|
2025
Q1 | $4.32M | Buy |
145,541
+43,020
| +42% | +$1.28M | 2.23% | 10 |
|
|
2024
Q4 | $3.12M | Buy |
102,521
+245
| +0.2% | +$7.47K | 1.48% | 19 |
|
|
2024
Q3 | $3.07M | Buy |
102,276
+10,396
| +11% | +$312K | 1.46% | 19 |
|
|
2024
Q2 | $2.66M | Sell |
91,880
-41,431
| -31% | -$1.2M | 1.37% | 20 |
|
|
2024
Q1 | $3.73M | Buy |
133,311
+6,655
| +5% | +$186K | 2.11% | 11 |
|
|
2023
Q4 | $3.37M | Sell |
126,656
-4,647
| -4% | -$123K | 2.06% | 10 |
|
|
2023
Q3 | $3.22M | Buy |
131,303
+17,709
| +16% | +$434K | 2.19% | 9 |
|
|
2023
Q2 | $2.84M | Sell |
113,594
-29,861
| -21% | -$748K | 1.76% | 13 |
|
|
2023
Q1 | $3.37M | Buy |
143,455
+14,419
| +11% | +$338K | 2.2% | 7 |
|
|
2022
Q4 | $2.87M | Buy |
129,036
+6,749
| +6% | +$150K | 1.97% | 9 |
|
|
2022
Q3 | $2.75M | Buy |
122,287
+41,025
| +50% | +$924K | 1.82% | 11 |
|
|
2022
Q2 | $1.74M | Buy |
81,262
+64,700
| +391% | +$1.39M | 1.18% | 19 |
|
|
2022
Q1 | $394K | Buy |
+16,562
| New | +$394K | 0.24% | 105 |
|