WCFA
Walkner Condon Financial Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
53,124
-18,408
| -26% | -$489K | 0.26% | 78 |
|
|
2025
Q1 | $1.78M | Sell |
71,532
-144,677
| -67% | -$3.61M | 0.36% | 65 |
|
|
2024
Q4 | $5.52M | Buy |
216,209
+1,471
| +0.7% | +$37.5K | 1.12% | 24 |
|
|
2024
Q3 | $5.38M | Sell |
214,738
-61,071
| -22% | -$1.53M | 1.1% | 24 |
|
|
2024
Q2 | $6.71M | Sell |
275,809
-7,226
| -3% | -$176K | 1.45% | 15 |
|
|
2024
Q1 | $6.68M | Sell |
283,035
-158,559
| -36% | -$3.74M | 1.42% | 15 |
|
|
2023
Q4 | $10M | Sell |
441,594
-3,730
| -0.8% | -$84.7K | 2.28% | 9 |
|
|
2023
Q3 | $9.46M | Sell |
445,324
-21,470
| -5% | -$456K | 2.51% | 7 |
|
|
2023
Q2 | $10.1M | Buy |
466,794
+469
| +0.1% | +$10.1K | 2.66% | 6 |
|
|
2023
Q1 | $9.53M | Buy |
466,325
+704
| +0.2% | +$14.4K | 2.67% | 5 |
|
|
2022
Q4 | $9.16M | Sell |
465,621
-15,844
| -3% | -$312K | 2.74% | 5 |
|
|
2022
Q3 | $9.2M | Buy |
481,465
+3,037
| +0.6% | +$58K | 2.97% | 5 |
|
|
2022
Q2 | $9.35M | Buy |
478,428
+527
| +0.1% | +$10.3K | 2.93% | 6 |
|
|
2022
Q1 | $10.1M | Buy |
+477,901
| New | +$10.1M | 2.88% | 6 |
|
|
2021
Q3 | – | Sell |
-432,630
| Closed | -$8.98M | – | 145 |
|
|
2021
Q2 | $8.98M | Buy |
+432,630
| New | +$8.98M | 3.29% | 6 |
|