WAP
BUFR icon

Wealthcare Advisory Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Wealthcare Advisory Partners’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09M Sell
111,995
-4,147
-4% -$149K 0.08% 208
2026
Q1 		$3.92M Buy
116,142
+1,398
+1% +$48K 0.08% 214
2025
Q4 		$3.93M Sell
114,744
-488
-0.4% -$16.5K 0.08% 214
2025
Q3 		$3.85M Sell
115,232
-293
-0.3% -$9.56K 0.08% 207
2025
Q2 		$3.67M Buy
115,525
+21,417
+23% +$645K 0.08% 197
2025
Q1 		$2.79M Sell
94,108
-1,730
-2% -$52.9K 0.08% 230
2024
Q4 		$2.92M Sell
95,838
-102,823
-52% -$3.12M 0.08% 208
2024
Q3 		$5.94M Buy
198,661
+6,873
+4% +$201K 0.17% 113
2024
Q2 		$5.55M Buy
191,788
+25,224
+15% +$712K 0.17% 102
2024
Q1 		$4.66M Buy
166,564
+80,652
+94% +$2.2M 0.15% 116
2023
Q4 		$2.28M Buy
85,912
+22,691
+36% +$573K 0.09% 177
2023
Q3 		$1.55M Buy
+63,221
New +$1.59M 0.07% 212

Other funds holding BUFR

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return