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Allworth Financial’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Allworth Financial’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,173
Closed -$27.7K – 3699
2024
Q1 		$27.7K Buy
+1,173
New +$27.1K ﹤0.01% 1586
2023
Q2 		– Sell
-289
Closed -$5.91K – 3270
2023
Q1 		$5.91K Buy
+289
New +$5.8K ﹤0.01% 1974

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allworth Financial's BUFD Position: Q2 2024 in Review

Allworth Financial sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2024, closing a stake of 1,173 shares — an estimated $27.7K sold.

Allworth Financial first reported a position in BUFD in Q1 2023 and held it in 2 quarters. The position peaked at $27.7K in Q1 2024. 136 funds tracked by Wall St. Rank hold BUFD as of Q2 2024.

  • Allworth Financial reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 1,173 FT Vest Fund of Deep Buffer ETFs shares in Q2 2024, an estimated $27.7K.
  • Allworth Financial first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and held it in 2 quarters.
  • Allworth Financial's FT Vest Fund of Deep Buffer ETFs position peaked at $27.7K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.