BRWA
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B. Riley Wealth Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

B. Riley 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
2024
Q4 		$890K Buy
34,876
+12,634
+57% +$321K 0.03% 488
2024
Q3 		$557K Buy
+22,242
New +$546K 0.02% 705

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

B. Riley Wealth Advisors's BUFD Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 57% in Q4 2024, buying an estimated $321K and bringing the position to 34,876 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #488.

B. Riley Wealth Advisors first reported a position in BUFD in Q3 2024 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold BUFD as of Q4 2024.

  • B. Riley Wealth Advisors held 34,876 shares of FT Vest Fund of Deep Buffer ETFs worth $890K as of Q4 2024.
  • B. Riley Wealth Advisors bought 12,634 FT Vest Fund of Deep Buffer ETFs shares in Q4 2024, an estimated $321K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #488 holding.
  • B. Riley Wealth Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.