BCWM
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Bartlett & Co Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-128
Closed -$2.72K – 1246
2023
Q3 		$2.72K Buy
+128
New +$2.77K ﹤0.01% 1053

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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Bartlett & Co Wealth Management's BUFD Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2023, closing a stake of 128 shares — an estimated $2.72K sold.

Bartlett & Co Wealth Management first reported a position in BUFD in Q3 2023 and held it in 1 quarter. The position peaked at $2.72K in Q3 2023. 116 funds tracked by Wall St. Rank hold BUFD as of Q4 2023.

  • Bartlett & Co Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 128 FT Vest Fund of Deep Buffer ETFs shares in Q4 2023, an estimated $2.72K.
  • Bartlett & Co Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $2.72K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.