Atticus Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Atticus Wealth Management’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
2023 Q4	–	Sell	-2,008	Closed	-$49.2K	–	572
2023 Q3	$49.2K	Sell	2,008 -1,822	-48%	-$45.8K	0.02%	250
2023 Q2	$95.9K	Sell	3,830 -195	-5%	-$4.67K	0.04%	181
2023 Q1	$94.5K	Buy	+4,025	New	+$92.3K	0.04%	178

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atticus Wealth Management's BUFR Position: Q4 2023 in Review

Atticus Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2023, closing a stake of 2,008 shares — an estimated $49.2K sold.

Atticus Wealth Management first reported a position in BUFR in Q1 2023 and held it in 3 quarters. The position peaked at $95.9K in Q2 2023. 265 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

Atticus Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 2,008 FT Vest Fund of Buffer ETFs shares in Q4 2023, an estimated $49.2K.
Atticus Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and held it in 3 quarters.
Atticus Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $95.9K in Q2 2023.
265 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.