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GW Henssler & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

GW Henssler & Associates’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
Q3 		– Sell
-2,190,373
Closed -$47M – 212
2022
Q2 		$47M Sell
2,190,373
-249,911
-10% -$5.59M 3.49% 3
2022
Q1 		$58M Buy
2,440,284
+171,421
+8% +$4.01M 3.52% 4
2021
Q4 		$54.5M Buy
2,268,863
+166,805
+8% +$3.94M 3.48% 4
2021
Q3 		$48.2M Buy
+2,102,058
New +$48.6M 3.35% 4

Other funds holding BUFR

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GW Henssler & Associates's BUFR Position: Q3 2022 in Review

GW Henssler & Associates sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2022, closing a stake of 2,190,373 shares — an estimated $47M sold.

GW Henssler & Associates first reported a position in BUFR in Q3 2021 and held it in 4 quarters. The position peaked at $58M in Q1 2022. 120 funds tracked by Wall St. Rank hold BUFR as of Q3 2022.

  • GW Henssler & Associates reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2022 after selling out during the quarter.
  • GW Henssler & Associates sold 2,190,373 FT Vest Fund of Buffer ETFs shares in Q3 2022, an estimated $47M.
  • GW Henssler & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and held it in 4 quarters.
  • GW Henssler & Associates's FT Vest Fund of Buffer ETFs position peaked at $58M in Q1 2022.
  • 120 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2022.

Based on GW Henssler & Associates's 13F filing for Q3 2022, filed 4 Nov 2022.