VU
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Vest US Large Cap 10% Buffer Strategies Fund | BUIGXMutual Fund | |
| Vest US Large Cap 10% Buffer Strategies Fund | |
| Last update 2025-06-25 | 2 Stocks (0 new) |
| Value $363.00 Mil | Turnover 0 % |
Vest US Large Cap 10% Buffer S... Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY
CALL
| SPDR S&P 500 ETF Trust | 88 | 351,912.4 | 0% | 97.060 | 0% | 0.000 | +10.23% | +6.50% | 638,123.7 | ||
SPY
PUT
| SPDR S&P 500 ETF Trust | 0 | 10,675.0 | 0% | 2.940 | 0% | 0.000 | +10.23% | +6.50% | 638,123.7 | ||
SPY | SPDR S&P 500 ETF Trust | 0 | 0 | Sold Out | 0.000 | -24.94% | 0.000 | +10.23% | +6.50% | 638,123.7 |
Vest US Large Cap 10% Buffer Strategies Fund's Historical Top Holdings Breakdowns
Vest US Large Cap 10% Buffer Strategies Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-04-30 | Sold Out Sold Out | -24.94% | 496.48 ($567.59) 612.93 | $620.45 | 9.31% | Sold Out | 0 | -181,500 | |
SPY | SPDR S&P 500 ETF Trust | 2025-01-31 | New Buy New Buy | +24.94% | 569.81 ($595.78) 609.75 | $620.45 | 4.14% | New holding | 181,500 | 181,500 | |
SPY | SPDR S&P 500 ETF Trust | 2024-10-31 | Sold Out Sold Out | -7.84% | 517.38 ($561.89) 584.59 | $620.45 | 10.42% | Sold Out | 0 | -56,400 | |
SPY | S&P 500 ETF TRUST ETF | 2024-07-31 | New Buy New Buy | +7.84% | 505.03 ($538.82) 564.86 | $620.45 | 15.15% | New holding | 56,400 | 56,400 | |
SPY | S&P 500 ETF TRUST ETF | 2023-10-31 | Sold Out Sold Out | -5.67% | 410.68 ($436.87) 456.48 | $620.45 | 42.02% | Sold Out | 0 | -54,900 | |
SPY | S&P 500 ETF TRUST ETF | 2023-07-31 | New Buy New Buy | +5.67% | 403.63 ($431.24) 457.79 | $620.45 | 43.88% | New holding | 54,900 | 54,900 |
Vest US Large Cap 10% Buffer Strategies Fund Total Holding History ($B)
Vest US Large Cap 10% Buffer Strategies Fund's Asset Allocation
Vest US Large Cap 10% Buffer Strategies Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Vest US Large Cap 10% Buffer Strategies Fund's Hypothetical Growth since 2025-04-30
Vest US Large Cap 10% Buffer Strategies Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Vest US Large Cap 10% Buffer Strategies Fund News
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