AIFG Consultants’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

AIFG Consultants’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
2024 Q4	–	Sell	-31,185	Closed	-$932K	–	52
2024 Q3	$932K	Sell	31,185 -70,219	-69%	-$2.05M	0.71%	22
2024 Q2	$2.93M	Sell	101,404 -4,069	-4%	-$115K	2.18%	15
2024 Q1	$2.95M	Sell	105,473 -23,379	-18%	-$637K	2.13%	15
2023 Q4	$3.42M	Buy	128,852 +20,998	+19%	+$531K	2.6%	14
2023 Q3	$2.64M	Buy	107,854 +29,311	+37%	+$737K	2.19%	13
2023 Q2	$1.97M	Sell	78,543 -96,370	-55%	-$2.31M	1.58%	13
2023 Q1	$4.11M	Buy	174,913 +36,661	+27%	+$841K	3.48%	12
2022 Q4	$3.07M	Buy	+138,252	New	+$3.05M	2.99%	13

Other funds holding BUFR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AIFG Consultants's BUFR Position: Q4 2024 in Review

AIFG Consultants sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2024, closing a stake of 31,185 shares — an estimated $932K sold.

AIFG Consultants first reported a position in BUFR in Q4 2022 and held it in 8 quarters. The position peaked at $4.11M in Q1 2023. 417 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

AIFG Consultants reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2024 after selling out during the quarter.
AIFG Consultants sold 31,185 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $932K.
AIFG Consultants first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and held it in 8 quarters.
AIFG Consultants's FT Vest Fund of Buffer ETFs position peaked at $4.11M in Q1 2023.
417 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

Based on AIFG Consultants's 13F filing for Q4 2024, filed 29 Jan 2025.