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Beacon Financial Advisory’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Beacon Financial Advisory’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
2024
Q1 		– Sell
-114,626
Closed -$3.05M – 249
2023
Q4 		$3.05M Buy
114,626
+70,508
+160% +$1.78M 1.47% 11
2023
Q3 		$1.08M Buy
44,118
+23,713
+116% +$596K 0.6% 44
2023
Q2 		$511K Buy
20,405
+11,663
+133% +$279K 0.29% 109
2023
Q1 		$205K Buy
+8,742
New +$201K 0.13% 195

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Beacon Financial Advisory's BUFR Position: Q1 2024 in Review

Beacon Financial Advisory sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2024, closing a stake of 114,626 shares — an estimated $3.05M sold.

Beacon Financial Advisory first reported a position in BUFR in Q1 2023 and held it in 4 quarters. The position peaked at $3.05M in Q4 2023. 289 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

  • Beacon Financial Advisory reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 114,626 FT Vest Fund of Buffer ETFs shares in Q1 2024, an estimated $3.05M.
  • Beacon Financial Advisory first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and held it in 4 quarters.
  • Beacon Financial Advisory's FT Vest Fund of Buffer ETFs position peaked at $3.05M in Q4 2023.
  • 289 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.