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

Clear Point Advisors’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
Q4 		– Sell
-1,035
Closed -$30.9K – 169
2024
Q3 		$30.9K Hold
1,035
– – 0.02% 242
2024
Q2 		$29.9K Hold
1,035
– – 0.02% 235
2024
Q1 		$28.9K Buy
1,035
+10
+1% +$273 0.02% 243
2023
Q4 		$27.2K Buy
+1,025
New +$25.9K 0.02% 234

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 $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Clear Point Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2024, closing a stake of 1,035 shares — an estimated $30.9K sold.

Clear Point Advisors first reported a position in BUFR in Q4 2023 and held it in 4 quarters. The position peaked at $30.9K in Q3 2024. 418 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,035 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $30.9K.
  • Clear Point Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest Fund of Buffer ETFs position peaked at $30.9K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

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