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Carolina Wealth Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Carolina Wealth Advisors’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
Q2 		– Sell
-315
Closed -$6K – 265
2022
Q1 		$6K Buy
+315
New +$6.18K ﹤0.01% 199

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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carolina Wealth Advisors's BUFG Position: Q2 2022 in Review

Carolina Wealth Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2022, closing a stake of 315 shares — an estimated $6K sold.

Carolina Wealth Advisors first reported a position in BUFG in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 50 funds tracked by Wall St. Rank hold BUFG as of Q2 2022.

  • Carolina Wealth Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 315 FT Vest Buffered Allocation Growth ETF shares in Q2 2022, an estimated $6K.
  • Carolina Wealth Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 1 quarter.
  • Carolina Wealth Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $6K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2022.

Based on Carolina Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.