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Bruce G. Allen Investments’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bruce G. Allen Investments’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
Q4 		– Sell
-11
Closed -$329 – 1101
2024
Q3 		$329 Hold
11
– – ﹤0.01% 1032
2024
Q2 		$318 Buy
+11
New +$310 ﹤0.01% 905
2024
Q1 		– Sell
-61
Closed -$1.62K – 974
2023
Q4 		$1.62K Buy
+61
New +$1.54K ﹤0.01% 779

Other funds holding BUFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bruce G. Allen Investments's BUFR Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2024, closing a stake of 11 shares — an estimated $329 sold.

Bruce G. Allen Investments first reported a position in BUFR in Q4 2023 and held it in 3 quarters. The position peaked at $1.62K in Q4 2023. 417 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 11 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $329.
  • Bruce G. Allen Investments first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 3 quarters.
  • Bruce G. Allen Investments's FT Vest Fund of Buffer ETFs position peaked at $1.62K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.