FGAM
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Financial Gravity Asset Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-2,800
Closed -$74.4K – 1466
2024
Q1 		$74.4K Hold
2,800
– – 0.02% 223
2023
Q4 		$74.4K Buy
+2,800
New +$70.8K 0.02% 223

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
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 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Gravity Asset Management's BUFR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2024, closing a stake of 2,800 shares — an estimated $74.4K sold.

Financial Gravity Asset Management first reported a position in BUFR in Q4 2023 and held it in 2 quarters. The position peaked at $74.4K in Q1 2024. 326 funds tracked by Wall St. Rank hold BUFR as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,800 FT Vest Fund of Buffer ETFs shares in Q2 2024, an estimated $74.4K.
  • Financial Gravity Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest Fund of Buffer ETFs position peaked at $74.4K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.