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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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
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.