TrueWealth Advisors’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
$1.29M Buy
40,698
+11,255
+38% +$358K 0.38% 55
2025
Q1
$874K Hold
29,443
0.29% 69
2024
Q4
$897K Buy
29,443
+360
+1% +$11K 0.3% 70
2024
Q3
$869K Hold
29,083
0.29% 71
2024
Q2
$841K Hold
29,083
0.31% 66
2024
Q1
$813K Buy
29,083
+9,887
+52% +$276K 0.31% 65
2023
Q4
$510K Buy
+19,196
New +$510K 0.2% 86