WealthPlan Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8M	Sell	378,290 -179,153	-32%	-$6.15M	0.71%	37
2025 Q4	$19.1M	Sell	557,443 -91,600	-14%	-$3.09M	1.22%	16
2025 Q3	$21.7M	Sell	649,043 -1,486	-0.2%	-$48.5K	1.44%	10
2025 Q2	$20.7M	Buy	650,529 +222,141	+52%	+$6.69M	1.51%	11
2025 Q1	$12.7M	Buy	428,388 +5,023	+1%	+$153K	1.25%	19
2024 Q4	$12.9M	Buy	423,365 +46,510	+12%	+$1.41M	1.27%	20
2024 Q3	$11.3M	Buy	376,855 +16,568	+5%	+$484K	1.14%	23
2024 Q2	$10.4M	Sell	360,287 -7,057	-2%	-$199K	1.58%	13
2024 Q1	$10.3M	Sell	367,344 -21,156	-5%	-$577K	1.57%	20
2023 Q4	$10.3M	Sell	388,500 -1,309	-0.3%	-$33.1K	1.65%	13
2023 Q3	$9.55M	Buy	389,809 +106,345	+38%	+$2.67M	1.69%	12
2023 Q2	$7.13M	Sell	283,464 -135,205	-32%	-$3.24M	2.12%	2
2023 Q1	$9.83M	Sell	418,669 -674,125	-62%	-$15.5M	1.69%	14
2022 Q4	$25.6M	Sell	1,092,794 -30,187	-3%	-$665K	1.79%	5
2022 Q3	$25.2M	Buy	+1,122,981	New	+$25M	1.84%	4
2022 Q1	$35.2M	Buy	+1,574,143	New	+$36.8M	2.44%	4