Number of Shares
176,437.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
2.92%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
24.58%

FOCUS Wealth Advisors, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, FOCUS Wealth Advisors, LLC held 176,437.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $5.61 Mil. This investment constitutes 2.92% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.08% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q3. And since then FOCUS Wealth Advisors, LLC has made 6 purchases of BUFR, at an average price of $25.82, for a total of 180,025.00 shares. In addition, there have been 2 sales at an average price of $30.04 for 3,588.00 shares. Based on historical transaction data and BUFR's current price of $32.21, FOCUS Wealth Advisors, LLC's estimated gain on his BUFR holdings is $1.14 Mil, reflecting a 24.58% gain to date.

FOCUS Wealth Advisors, LLC BUFR ($32.21) Holding Chart

FOCUS Wealth Advisors, LLC BUFR ($32.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1