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Heritage Wealth Management (Arizona)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$41.1K Buy
1,850
+925
+100% +$20.4K 0.01% 531
2022
Q3 		$19K Buy
+925
New +$20.6K 0.01% 535

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BUFR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 100% in Q4 2022, buying an estimated $20.4K and bringing the position to 1,850 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #531.

Heritage Wealth Management (Arizona) first reported a position in BUFR in Q3 2022 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold BUFR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,850 shares of FT Vest Fund of Buffer ETFs worth $41.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 925 FT Vest Fund of Buffer ETFs shares in Q4 2022, an estimated $20.4K.
  • FT Vest Fund of Buffer ETFs made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #531 holding.
  • Heritage Wealth Management (Arizona) first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.