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Castleview Partners’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Castleview Partners’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,028
Closed -$24.2K – 586
2024
Q3 		$24.2K Sell
1,028
-2,150
-68% -$49.6K 0.01% 419
2024
Q2 		$72.5K Hold
3,178
– – 0.04% 274
2024
Q1 		$70.7K Buy
+3,178
New +$69.3K 0.04% 300

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Castleview Partners's BUFZ Position: Q4 2024 in Review

Castleview Partners sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q4 2024, closing a stake of 1,028 shares — an estimated $24.2K sold.

Castleview Partners first reported a position in BUFZ in Q1 2024 and held it in 3 quarters. The position peaked at $72.5K in Q2 2024. 72 funds tracked by Wall St. Rank hold BUFZ as of Q4 2024.

  • Castleview Partners reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 1,028 FT Vest Laddered Moderate Buffer ETF shares in Q4 2024, an estimated $24.2K.
  • Castleview Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and held it in 3 quarters.
  • Castleview Partners's FT Vest Laddered Moderate Buffer ETF position peaked at $72.5K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.