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

Frontier 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
2022 Q2	$381K	Hold	17,740	–	–	0.03%	270
2022 Q1	$414K	Hold	17,740	–	–	0.01%	271
2021 Q4	$426K	Hold	17,740	–	–	0.03%	286
2021 Q3	$407K	Buy	17,740 +2,740	+18%	+$63.4K	0.03%	290
2021 Q2	$344K	Buy	+15,000	New	+$339K	0.02%	313

Other funds holding BUFR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Frontier Wealth Management's BUFR Position: Q2 2022 in Review

Frontier Wealth Management held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2022 at 17,740 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #270.

Frontier Wealth Management first reported a position in BUFR in Q2 2021 and has held it in 5 quarters since. The position peaked at $426K in Q4 2021. 108 funds tracked by Wall St. Rank hold BUFR as of Q2 2022.

Frontier Wealth Management held 17,740 shares of FT Vest Fund of Buffer ETFs worth $381K as of Q2 2022.
Frontier Wealth Management left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2022.
FT Vest Fund of Buffer ETFs made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #270 holding.
Frontier Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 5 quarters since.
Frontier Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $426K in Q4 2021.
108 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.