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Delta Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Delta Investment 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
Q3 		– Sell
-247,532
Closed -$7.16M – 247
2024
Q2 		$7.16M Buy
247,532
+36,782
+17% +$1.04M 1.58% 16
2024
Q1 		$5.89M Buy
+210,750
New +$5.74M 1.34% 19

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Delta Investment Management's BUFR Position: Q3 2024 in Review

Delta Investment Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2024, closing a stake of 247,532 shares — an estimated $7.16M sold.

Delta Investment Management first reported a position in BUFR in Q1 2024 and held it in 2 quarters. The position peaked at $7.16M in Q2 2024. 349 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

  • Delta Investment Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2024 after selling out during the quarter.
  • Delta Investment Management sold 247,532 FT Vest Fund of Buffer ETFs shares in Q3 2024, an estimated $7.16M.
  • Delta Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and held it in 2 quarters.
  • Delta Investment Management's FT Vest Fund of Buffer ETFs position peaked at $7.16M in Q2 2024.
  • 349 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on Delta Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.