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Clear Point Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Clear Point Advisors’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$2.5K – 165
2024
Q3 		$2.5K Hold
100
– – ﹤0.01% 432
2024
Q2 		$2.43K Hold
100
– – ﹤0.01% 429
2024
Q1 		$2.36K Hold
100
– – ﹤0.01% 429
2023
Q4 		$2.27K Buy
+100
New +$2.18K ﹤0.01% 414

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Clear Point Advisors's BUFD Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2024, closing a stake of 100 shares — an estimated $2.5K sold.

Clear Point Advisors first reported a position in BUFD in Q4 2023 and held it in 4 quarters. The position peaked at $2.5K in Q3 2024. 166 funds tracked by Wall St. Rank hold BUFD as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 FT Vest Fund of Deep Buffer ETFs shares in Q4 2024, an estimated $2.5K.
  • Clear Point Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $2.5K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.