WealthPLAN Partners’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 | $13.4M | Sell |
420,907
-217,976
| -34% | -$6.93M | 2.15% | 6 |
|
|
2025
Q1 | $19M | Buy |
638,883
+80,106
| +14% | +$2.38M | 2.67% | 3 |
|
|
2024
Q4 | $17M | Sell |
558,777
-24,772
| -4% | -$755K | 2.42% | 4 |
|
|
2024
Q3 | $17.4M | Sell |
583,549
-34,488
| -6% | -$1.03M | 2.34% | 5 |
|
|
2024
Q2 | $17.9M | Buy |
618,037
+21,656
| +4% | +$626K | 1.92% | 6 |
|
|
2024
Q1 | $16.7M | Sell |
596,381
-1,180
| -0.2% | -$33K | 1.73% | 7 |
|
|
2023
Q4 | $15.9M | Sell |
597,561
-9,189
| -2% | -$244K | 1.63% | 7 |
|
|
2023
Q3 | $14.9M | Buy |
606,750
+162,885
| +37% | +$3.99M | 1.73% | 7 |
|
|
2023
Q2 | $11.1M | Sell |
443,865
-207,604
| -32% | -$5.2M | 1.57% | 12 |
|
|
2023
Q1 | $15.3M | Sell |
651,469
-441,534
| -40% | -$10.4M | 1.74% | 7 |
|
|
2022
Q4 | $25.6M | Buy |
+1,093,003
| New | +$25.6M | 1.79% | 5 |
|
|
2022
Q1 | $35.2M | Buy |
1,574,143
+213,388
| +16% | +$4.77M | 2.44% | 4 |
|
|
2021
Q4 | $32.1M | Buy |
1,360,755
+262,026
| +24% | +$6.18M | 2.11% | 6 |
|
|
2021
Q3 | $26.1M | Buy |
+1,098,729
| New | +$26.1M | 1.74% | 10 |
|