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Curi Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Curi Wealth Management’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 		– Sell
-12,149
Closed -$323K – 19
2023
Q4 		$323K Buy
+12,149
New +$307K 0.04% 118

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Envestnet Asset Management
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CA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
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Curi Wealth Management's BUFR Position: Q1 2024 in Review

Curi Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2024, closing a stake of 12,149 shares — an estimated $323K sold.

Curi Wealth Management first reported a position in BUFR in Q4 2023 and held it in 1 quarter. The position peaked at $323K in Q4 2023. 287 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

  • Curi Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 12,149 FT Vest Fund of Buffer ETFs shares in Q1 2024, an estimated $323K.
  • Curi Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 1 quarter.
  • Curi Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $323K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.