ARQ Wealth Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

ARQ Wealth Advisors’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
2023 Q1	–	Sell	-47,132	Closed	-$927K	–	53
2022 Q4	$927K	Sell	47,132 -160	-0.3%	-$3.15K	0.61%	32
2022 Q3	$904K	Buy	47,292 +1,188	+3%	+$23.6K	0.7%	32
2022 Q2	$901K	Sell	46,104 -504	-1%	-$10.2K	0.64%	33
2022 Q1	$989K	Buy	+46,608	New	+$978K	0.67%	30
2021 Q4	–	Sell	-45,019	Closed	-$936K	–	49
2021 Q3	$936K	Buy	+45,019	New	+$938K	0.6%	27

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ARQ Wealth Advisors's BUFD Position: Q1 2023 in Review

ARQ Wealth Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2023, closing a stake of 47,132 shares — an estimated $927K sold.

ARQ Wealth Advisors first reported a position in BUFD in Q3 2021 and held it in 5 quarters. The position peaked at $989K in Q1 2022. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

ARQ Wealth Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2023 after selling out during the quarter.
ARQ Wealth Advisors sold 47,132 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $927K.
ARQ Wealth Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2021 and held it in 5 quarters.
ARQ Wealth Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $989K in Q1 2022.
86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on ARQ Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.