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Clear Point Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-100
Closed -$2.41K – 167
2024
Q3 		$2.41K Hold
100
– – ﹤0.01% 436
2024
Q2 		$2.32K Hold
100
– – ﹤0.01% 431
2024
Q1 		$2.25K Hold
100
– – ﹤0.01% 434
2023
Q4 		$2.13K Buy
+100
New +$2.03K ﹤0.01% 417

Other funds holding BUFG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Clear Point Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2024, closing a stake of 100 shares — an estimated $2.41K sold.

Clear Point Advisors first reported a position in BUFG in Q4 2023 and held it in 4 quarters. The position peaked at $2.41K in Q3 2024. 84 funds tracked by Wall St. Rank hold BUFG as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 FT Vest Buffered Allocation Growth ETF shares in Q4 2024, an estimated $2.41K.
  • Clear Point Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $2.41K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2024.

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