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Gentry Private Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Gentry Private Wealth’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
Q4 		– Sell
-7,665
Closed -$229K – 42
2024
Q3 		$229K Sell
7,665
-1,121
-13% -$32.8K 0.19% 80
2024
Q2 		$254K Buy
+8,786
New +$248K 0.22% 71

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gentry Private Wealth's BUFR Position: Q4 2024 in Review

Gentry Private Wealth sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2024, closing a stake of 7,665 shares — an estimated $229K sold.

Gentry Private Wealth first reported a position in BUFR in Q2 2024 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 418 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

  • Gentry Private Wealth reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2024 after selling out during the quarter.
  • Gentry Private Wealth sold 7,665 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $229K.
  • Gentry Private Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and held it in 2 quarters.
  • Gentry Private Wealth's FT Vest Fund of Buffer ETFs position peaked at $254K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

Based on Gentry Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.