Sound View Wealth Advisors Group, LLC BUFR holdings history
FT VEST LAD BUFFERVETF-USD I · CUSIP 33740F755 · CIK 1784777
As of 2026-06-30, Sound View Wealth Advisors Group, LLC reported 882.92K BUFR (shares), valued at $32.25M, or 2.00% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 0.02%; reported value increased 8.15%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.00% | 882,918 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.03% | 883,125 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 2.06% | 894,718 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 2.00% | 868,694 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.00% | 851,230 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.00% | 822,842 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.96% | 797,312 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 1.88% | 772,233 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.77% | 592,823 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.53% | 512,622 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.19% | 66,009 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.19% | 66,009 | $1.75M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.53% | 512,622 | $14.33M | Shares increased 676.59%; reported value increased 717.22%, and weight changed +1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.77% | 592,823 | $17.14M | Shares increased 15.65%; reported value increased 19.62%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.88% | 772,233 | $23.08M | Shares increased 30.26%; reported value increased 34.63%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.96% | 797,312 | $24.29M | Shares increased 3.25%; reported value increased 5.25%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.00% | 822,842 | $24.43M | Shares increased 3.20%; reported value increased 0.56%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.00% | 851,230 | $27.07M | Shares increased 3.45%; reported value increased 10.80%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.00% | 868,694 | $29.03M | Shares increased 2.05%; reported value increased 7.25%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.06% | 894,718 | $30.65M | Shares increased 3.00%; reported value increased 5.58%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 2.03% | 883,125 | $29.82M | Shares decreased 1.30%; reported value decreased 2.71%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.00% | 882,918 | $32.25M | Shares decreased 0.02%; reported value increased 8.15%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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