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CEDRUS’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

CEDRUS’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 		$1.35M Buy
45,095
+29,224
+184% +$854K 0.5% 40
2024
Q2 		$459K Buy
+15,871
New +$448K 0.23% 81
2022
Q2 		– Sell
-70,403
Closed -$1.67M – 135
2022
Q1 		$1.67M Buy
70,403
+50,798
+259% +$1.19M 1.51% 17
2021
Q4 		$471K Buy
+19,605
New +$463K 0.45% 55

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CEDRUS's BUFR Position: Q3 2024 in Review

CEDRUS increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 184% in Q3 2024, buying an estimated $854K and bringing the position to 45,095 shares worth $1.35M. The position accounts for 0.5% of the portfolio, ranked #40.

CEDRUS first reported a position in BUFR in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.67M in Q1 2022. 349 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

  • CEDRUS held 45,095 shares of FT Vest Fund of Buffer ETFs worth $1.35M as of Q3 2024.
  • CEDRUS bought 29,224 FT Vest Fund of Buffer ETFs shares in Q3 2024, an estimated $854K.
  • FT Vest Fund of Buffer ETFs made up 0.5% of CEDRUS's portfolio in Q3 2024, its #40 holding.
  • CEDRUS first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 4 quarters since.
  • CEDRUS's FT Vest Fund of Buffer ETFs position peaked at $1.67M in Q1 2022.
  • 349 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.