Holistic Financial Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Holistic Financial Partners’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 Q1	–	Sell	-72,471	Closed	-$1.74M	–	120
2021 Q4	$1.74M	Buy	72,471 +1,567	+2%	+$37K	1.01%	19
2021 Q3	$1.63M	Buy	70,904 +15,371	+28%	+$356K	1%	16
2021 Q2	$1.27M	Buy	55,533 +13,405	+32%	+$303K	0.76%	22
2021 Q1	$931K	Buy	42,128 +29,518	+234%	+$642K	0.61%	27
2020 Q4	$271K	Buy	+12,610	New	+$263K	0.19%	80

Other funds holding BUFR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Holistic Financial Partners's BUFR Position: Q1 2022 in Review

Holistic Financial Partners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2022, closing a stake of 72,471 shares — an estimated $1.74M sold.

Holistic Financial Partners first reported a position in BUFR in Q4 2020 and held it in 5 quarters. The position peaked at $1.74M in Q4 2021. 110 funds tracked by Wall St. Rank hold BUFR as of Q1 2022.

Holistic Financial Partners reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2022 after selling out during the quarter.
Holistic Financial Partners sold 72,471 FT Vest Fund of Buffer ETFs shares in Q1 2022, an estimated $1.74M.
Holistic Financial Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and held it in 5 quarters.
Holistic Financial Partners's FT Vest Fund of Buffer ETFs position peaked at $1.74M in Q4 2021.
110 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.