Householder Group Estate & Retirement Specialist’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$0	Sell	19 -43,707	-100%	-$1.11M	﹤0.01%	625
2024 Q3	$1.09M	Buy	43,726 +24,741	+130%	+$608K	0.32%	70
2024 Q2	$461K	Sell	18,985 -14,079	-43%	-$335K	0.13%	145
2024 Q1	$780K	Sell	33,064 -9,429	-22%	-$218K	0.23%	91
2023 Q4	$964K	Buy	42,493 +31,050	+271%	+$677K	0.32%	63
2023 Q3	$243K	Buy	+11,443	New	+$247K	0.09%	193

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

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

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BUFD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 100% in Q4 2024, selling an estimated $1.11M and leaving 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Householder Group Estate & Retirement Specialist first reported a position in BUFD in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2024. 166 funds tracked by Wall St. Rank hold BUFD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 19 shares of FT Vest Fund of Deep Buffer ETFs worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 43,707 FT Vest Fund of Deep Buffer ETFs shares in Q4 2024, an estimated $1.11M.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #625 holding.
Householder Group Estate & Retirement Specialist first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's FT Vest Fund of Deep Buffer ETFs position peaked at $1.09M in Q3 2024.
166 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.