CHA
BUFR icon

Carmichael Hill & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Carmichael Hill & Associates’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
Q3 		$44.8K Hold
1,500
– – 0.02% 385
2024
Q2 		$43.4K Buy
+1,500
New +$42.3K 0.02% 365

Other funds holding BUFR

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carmichael Hill & Associates's BUFR Position: Q3 2024 in Review

Carmichael Hill & Associates held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2024 at 1,500 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #385.

Carmichael Hill & Associates first reported a position in BUFR in Q2 2024 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

  • Carmichael Hill & Associates held 1,500 shares of FT Vest Fund of Buffer ETFs worth $44.8K as of Q3 2024.
  • Carmichael Hill & Associates left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2024.
  • FT Vest Fund of Buffer ETFs made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #385 holding.
  • Carmichael Hill & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.