WealthPlan Investment Management’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 | $20.7M | Buy |
650,529
+222,141
| +52% | +$7.06M | 1.51% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
428,388
+5,023
| +1% | +$149K | 1.25% | 19 |
|
|
2024
Q4 | $12.9M | Buy |
423,365
+46,510
| +12% | +$1.42M | 1.27% | 20 |
|
|
2024
Q3 | $11.3M | Buy |
376,855
+16,568
| +5% | +$495K | 1.14% | 23 |
|
|
2024
Q2 | $10.4M | Sell |
360,287
-7,057
| -2% | -$204K | 1.58% | 13 |
|
|
2024
Q1 | $10.3M | Sell |
367,344
-21,156
| -5% | -$592K | 1.57% | 20 |
|
|
2023
Q4 | $10.3M | Sell |
388,500
-1,309
| -0.3% | -$34.8K | 1.65% | 13 |
|
|
2023
Q3 | $9.55M | Buy |
389,809
+106,345
| +38% | +$2.6M | 1.69% | 12 |
|
|
2023
Q2 | $7.13M | Sell |
283,464
-135,205
| -32% | -$3.4M | 2.12% | 2 |
|
|
2023
Q1 | $9.83M | Sell |
418,669
-674,125
| -62% | -$15.8M | 1.69% | 14 |
|
|
2022
Q4 | $25.6M | Sell |
1,092,794
-30,187
| -3% | -$708K | 1.79% | 5 |
|
|
2022
Q3 | $25.2M | Buy |
+1,122,981
| New | +$25.2M | 1.84% | 4 |
|
|
2022
Q1 | $35.2M | Buy |
+1,574,143
| New | +$35.2M | 2.44% | 4 |
|