AssetMark Inc
BUFZ icon

AssetMark Inc’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-667
Closed -$14.3K – 1954
2023
Q4 		$14.3K Buy
+667
New +$13.9K ﹤0.01% 1333

Other funds holding BUFZ

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AssetMark Inc's BUFZ Position: Q1 2024 in Review

AssetMark Inc sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q1 2024, closing a stake of 667 shares — an estimated $14.3K sold.

AssetMark Inc first reported a position in BUFZ in Q4 2023 and held it in 1 quarter. The position peaked at $14.3K in Q4 2023. 20 funds tracked by Wall St. Rank hold BUFZ as of Q1 2024.

  • AssetMark Inc reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q1 2024 after selling out during the quarter.
  • AssetMark Inc sold 667 FT Vest Laddered Moderate Buffer ETF shares in Q1 2024, an estimated $14.3K.
  • AssetMark Inc first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2023 and held it in 1 quarter.
  • AssetMark Inc's FT Vest Laddered Moderate Buffer ETF position peaked at $14.3K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.