BWM
BUFT icon

BlackDiamond Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

BlackDiamond Wealth Management’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-104,884
Closed -$1.97M – 107
2022
Q2 		$1.97M Buy
+104,884
New +$2.01M 2.46% 8

Other funds holding BUFT

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BlackDiamond Wealth Management's BUFT Position: Q3 2022 in Review

BlackDiamond Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q3 2022, closing a stake of 104,884 shares — an estimated $1.97M sold.

BlackDiamond Wealth Management first reported a position in BUFT in Q2 2022 and held it in 1 quarter. The position peaked at $1.97M in Q2 2022. 50 funds tracked by Wall St. Rank hold BUFT as of Q3 2022.

  • BlackDiamond Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q3 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 104,884 FT Vest Buffered Allocation Defensive ETF shares in Q3 2022, an estimated $1.97M.
  • BlackDiamond Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and held it in 1 quarter.
  • BlackDiamond Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $1.97M in Q2 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.