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Altman Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Altman Advisors’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
Q1 		– Sell
-10,222
Closed -$237K – 83
2021
Q4 		$237K Buy
10,222
+103
+1% +$2.43K 0.14% 75
2021
Q3 		$239K Sell
10,119
-1,874
-16% -$43.3K 0.13% 75
2021
Q2 		$278K Buy
+11,993
New +$271K 0.16% 76

Other funds holding BUFR

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Altman Advisors's BUFR Position: Q1 2022 in Review

Altman Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2022, closing a stake of 10,222 shares — an estimated $237K sold.

Altman Advisors first reported a position in BUFR in Q2 2021 and held it in 3 quarters. The position peaked at $278K in Q2 2021. 110 funds tracked by Wall St. Rank hold BUFR as of Q1 2022.

  • Altman Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2022 after selling out during the quarter.
  • Altman Advisors sold 10,222 FT Vest Fund of Buffer ETFs shares in Q1 2022, an estimated $237K.
  • Altman Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and held it in 3 quarters.
  • Altman Advisors's FT Vest Fund of Buffer ETFs position peaked at $278K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2022.

Based on Altman Advisors's 13F filing for Q1 2022, filed 9 May 2022.