UWM
USAdvisors Wealth Management’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 | $1.5M | Sell |
47,167
-32,093
| -40% | -$1.02M | 0.56% | 45 |
|
|
2025
Q1 | $2.35M | Sell |
79,260
-9,958
| -11% | -$296K | 0.82% | 34 |
|
|
2024
Q4 | $2.72M | Sell |
89,218
-3,342
| -4% | -$102K | 0.88% | 29 |
|
|
2024
Q3 | $2.76M | Sell |
92,560
-3,642
| -4% | -$109K | 0.97% | 30 |
|
|
2024
Q2 | $2.78M | Sell |
96,202
-4,318
| -4% | -$125K | 0.98% | 31 |
|
|
2024
Q1 | $2.81M | Sell |
100,520
-3,296
| -3% | -$92.1K | 1.06% | 31 |
|
|
2023
Q4 | $2.76M | Sell |
103,816
-8,347
| -7% | -$222K | 1.15% | 30 |
|
|
2023
Q3 | $2.75M | Buy |
112,163
+12,138
| +12% | +$297K | 1.23% | 29 |
|
|
2023
Q2 | $2.51M | Sell |
100,025
-15,552
| -13% | -$390K | 1.19% | 29 |
|
|
2023
Q1 | $2.71M | Sell |
115,577
-5,597
| -5% | -$131K | 1.29% | 26 |
|
|
2022
Q4 | $2.69M | Buy |
+121,174
| New | +$2.69M | 1.3% | 25 |
|