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ICA Group Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

ICA Group Wealth Management’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
Q2 		$17K Sell
700
-1,900
-73% -$45.3K 0.01% 388
2024
Q1 		$61.3K Buy
+2,600
New +$60.2K 0.01% 506

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Envestnet Asset Management
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
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ICA Group Wealth Management's BUFD Position: Q2 2024 in Review

ICA Group Wealth Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 73% in Q2 2024, selling an estimated $45.3K and leaving 700 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #388.

ICA Group Wealth Management first reported a position in BUFD in Q1 2024 and has held it in 2 quarters since. The position peaked at $61.3K in Q1 2024. 136 funds tracked by Wall St. Rank hold BUFD as of Q2 2024.

  • ICA Group Wealth Management held 700 shares of FT Vest Fund of Deep Buffer ETFs worth $17K as of Q2 2024.
  • ICA Group Wealth Management sold 1,900 FT Vest Fund of Deep Buffer ETFs shares in Q2 2024, an estimated $45.3K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #388 holding.
  • ICA Group Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2024 and has held it in 2 quarters since.
  • ICA Group Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $61.3K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.