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

Householder Group Estate & Retirement Specialist’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	$1.23M	Sell	40,501 -50,322	-55%	-$1.53M	0.92%	20
2024 Q3	$2.71M	Sell	90,823 -23,152	-20%	-$677K	0.79%	23
2024 Q2	$3.3M	Buy	113,975 +28,307	+33%	+$799K	0.93%	22
2024 Q1	$2.4M	Buy	85,668 +32,501	+61%	+$886K	0.71%	29
2023 Q4	$1.41M	Buy	53,167 +28,618	+117%	+$723K	0.46%	44
2023 Q3	$601K	Buy	+24,549	New	+$617K	0.22%	92

Other funds holding BUFR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 55% in Q4 2024, selling an estimated $1.53M and leaving 40,501 shares worth $1.23M. The position accounts for 0.92% of the portfolio, ranked #20.

Householder Group Estate & Retirement Specialist first reported a position in BUFR in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.3M in Q2 2024. 417 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 40,501 shares of FT Vest Fund of Buffer ETFs worth $1.23M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 50,322 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $1.53M.
FT Vest Fund of Buffer ETFs made up 0.92% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #20 holding.
Householder Group Estate & Retirement Specialist first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's FT Vest Fund of Buffer ETFs position peaked at $3.3M in Q2 2024.
417 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

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