Coppell Advisory Solutions Corp’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	$13M	Buy	+464,788	New	+$12.7M	2.45%	7

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coppell Advisory Solutions Corp's BUFR Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q1 2024: 464,788 shares worth $13M. The stake represents 2.45% of the portfolio and ranks #7 among its holdings.

287 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

Coppell Advisory Solutions Corp held 464,788 shares of FT Vest Fund of Buffer ETFs worth $13M as of Q1 2024.
FT Vest Fund of Buffer ETFs was a new Coppell Advisory Solutions Corp position in Q1 2024.
FT Vest Fund of Buffer ETFs made up 2.45% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #7 holding.
287 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.