Wolff Wiese Magana’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Wolff Wiese Magana’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	$2.06M	Buy	56,390 +705	+1%	+$25.3K	0.95%	38
2026 Q1	$1.88M	Buy	55,685 +13,146	+31%	+$451K	1.04%	36
2025 Q4	$1.46M	Buy	42,539 +1,962	+5%	+$66.2K	0.8%	40
2025 Q3	$1.36M	Buy	40,577 +37,885	+1,407%	+$1.24M	0.77%	41
2025 Q2	$85.6K	Buy	2,692 +305	+13%	+$9.18K	0.05%	159
2025 Q1	$70.9K	Hold	2,387	–	–	0.05%	164
2024 Q4	$72.7K	Buy	2,387 +601	+34%	+$18.2K	0.05%	160
2024 Q3	$53.4K	Hold	1,786	–	–	0.04%	183
2024 Q2	$51.7K	Buy	+1,786	New	+$50.4K	0.04%	159
2023 Q4	–	Sell	-1,591	Closed	-$39K	–	736
2023 Q3	$39K	Buy	+1,591	New	+$40K	0.03%	209

Other funds holding BUFR

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return