BRWM
BUFR icon

B. Riley Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-8,510
Closed -$202K – 765
2022
Q1 		$202K Sell
8,510
-800
-9% -$18.7K 0.02% 560
2021
Q4 		$224K Sell
9,310
-384
-4% -$9.07K 0.02% 549
2021
Q3 		$222K Buy
+9,694
New +$224K 0.02% 535

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

B. Riley Wealth Management's BUFR Position: Q2 2022 in Review

B. Riley Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2022, closing a stake of 8,510 shares — an estimated $202K sold.

B. Riley Wealth Management first reported a position in BUFR in Q3 2021 and held it in 3 quarters. The position peaked at $224K in Q4 2021. 108 funds tracked by Wall St. Rank hold BUFR as of Q2 2022.

  • B. Riley Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 8,510 FT Vest Fund of Buffer ETFs shares in Q2 2022, an estimated $202K.
  • B. Riley Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and held it in 3 quarters.
  • B. Riley Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $224K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.