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IAG Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

IAG Wealth 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
2024
Q3 		– Sell
-1,660
Closed -$48K – 498
2024
Q2 		$48K Buy
+1,660
New +$46.8K 0.01% 180

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IAG Wealth Partners's BUFR Position: Q3 2024 in Review

IAG Wealth Partners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2024, closing a stake of 1,660 shares — an estimated $48K sold.

IAG Wealth Partners first reported a position in BUFR in Q2 2024 and held it in 1 quarter. The position peaked at $48K in Q2 2024. 352 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

  • IAG Wealth Partners reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 1,660 FT Vest Fund of Buffer ETFs shares in Q3 2024, an estimated $48K.
  • IAG Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and held it in 1 quarter.
  • IAG Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $48K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.