AFWM
BUFZ icon

Abich Financial Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Abich Financial Wealth Management’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-91
Closed -$2.08K – 439
2024
Q2 		$2.08K Hold
91
– – ﹤0.01% 483
2024
Q1 		$2.02K Buy
+91
New +$1.99K ﹤0.01% 376

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Abich Financial Wealth Management's BUFZ Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q3 2024, closing a stake of 91 shares — an estimated $2.08K sold.

Abich Financial Wealth Management first reported a position in BUFZ in Q1 2024 and held it in 2 quarters. The position peaked at $2.08K in Q2 2024. 54 funds tracked by Wall St. Rank hold BUFZ as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 91 FT Vest Laddered Moderate Buffer ETF shares in Q3 2024, an estimated $2.08K.
  • Abich Financial Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and held it in 2 quarters.
  • Abich Financial Wealth Management's FT Vest Laddered Moderate Buffer ETF position peaked at $2.08K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.