CAAS
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Capital Asset Advisory Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Capital Asset Advisory Services’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-30
Closed -$1K – 474
2022
Q2 		$1K Buy
+30
New +$557 ﹤0.01% 553

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Capital Asset Advisory Services's BUFG Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in BUFG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 52 funds tracked by Wall St. Rank hold BUFG as of Q3 2022.

  • Capital Asset Advisory Services reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 30 FT Vest Buffered Allocation Growth ETF shares in Q3 2022, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and held it in 1 quarter.
  • Capital Asset Advisory Services's FT Vest Buffered Allocation Growth ETF position peaked at $1K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.