World Equity Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

World Equity Group’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	$4.59M	Buy	125,694 +962	+0.8%	+$34.5K	1.03%	16
2026 Q1	$4.21M	Buy	124,732 +1,177	+1%	+$40.4K	1.09%	18
2025 Q4	$4.23M	Sell	123,555 -145,576	-54%	-$4.92M	1.18%	15
2025 Q3	$8.99M	Buy	269,131 +7,887	+3%	+$257K	2.04%	6
2025 Q2	$8.31M	Sell	261,244 -24,544	-9%	-$739K	2.27%	7
2025 Q1	$8.49M	Buy	285,788 +10,324	+4%	+$315K	2.42%	6
2024 Q4	$8.39M	Buy	275,464 +13,408	+5%	+$407K	1.8%	7
2024 Q3	$7.83M	Sell	262,056 -655	-0.2%	-$19.1K	2.83%	5
2024 Q2	$7.6M	Sell	262,711 -7,479	-3%	-$211K	2.27%	4
2024 Q1	$7.55M	Buy	270,190 +6,596	+3%	+$180K	1.55%	9
2023 Q4	$7.03M	Buy	263,594 +57,496	+28%	+$1.45M	1.41%	9
2023 Q3	$5.04M	Buy	206,098 +126,415	+159%	+$3.18M	1.05%	15
2023 Q2	$2M	Buy	79,683 +45,075	+130%	+$1.08M	0.59%	36
2023 Q1	$647K	Buy	34,608 +11,798	+52%	+$271K	0.1%	227
2022 Q4	$507K	Sell	22,810 -605	-3%	-$13.3K	0.12%	173
2022 Q3	$488K	Buy	23,415 +11,044	+89%	+$246K	0.12%	164
2022 Q2	$265K	Buy	+12,371	New	+$277K	0.07%	273

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return