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

BlackDiamond 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
-83,564
Closed -$1.99M – 109
2022
Q1 		$1.99M Buy
83,564
+13,700
+20% +$321K 2.37% 11
2021
Q4 		$1.68M Buy
+69,864
New +$1.65M 1.93% 14

Other funds holding BUFR

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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

BlackDiamond Wealth Management's BUFR Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2022, closing a stake of 83,564 shares — an estimated $1.99M sold.

BlackDiamond Wealth Management first reported a position in BUFR in Q4 2021 and held it in 2 quarters. The position peaked at $1.99M in Q1 2022. 108 funds tracked by Wall St. Rank hold BUFR as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 83,564 FT Vest Fund of Buffer ETFs shares in Q2 2022, an estimated $1.99M.
  • BlackDiamond Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and held it in 2 quarters.
  • BlackDiamond Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $1.99M in Q1 2022.
  • 108 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.