5L
BUFR icon

55I LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

55I LLC’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
2022
Q2 		– Sell
-10,119
Closed -$241K – 565
2022
Q1 		$241K Buy
+10,119
New +$237K 0.01% 470

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

55I LLC's BUFR Position: Q2 2022 in Review

55I LLC sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2022, closing a stake of 10,119 shares — an estimated $241K sold.

55I LLC first reported a position in BUFR in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 108 funds tracked by Wall St. Rank hold BUFR as of Q2 2022.

  • 55I LLC reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 10,119 FT Vest Fund of Buffer ETFs shares in Q2 2022, an estimated $241K.
  • 55I LLC first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and held it in 1 quarter.
  • 55I LLC's FT Vest Fund of Buffer ETFs position peaked at $241K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.