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ICA Group Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

ICA Group Wealth Management’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.17M Sell
50,597
-83,577
-62% -$1.89M 0.7% 31
2024
Q1 		$3.02M Buy
134,174
+19,642
+17% +$430K 0.61% 36
2023
Q4 		$2.44M Buy
+114,532
New +$2.33M 0.54% 36

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

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

ICA Group Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 62% in Q2 2024, selling an estimated $1.89M and leaving 50,597 shares worth $1.17M. The position accounts for 0.7% of the portfolio, ranked #31.

ICA Group Wealth Management first reported a position in BUFG in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.02M in Q1 2024. 78 funds tracked by Wall St. Rank hold BUFG as of Q2 2024.

  • ICA Group Wealth Management held 50,597 shares of FT Vest Buffered Allocation Growth ETF worth $1.17M as of Q2 2024.
  • ICA Group Wealth Management sold 83,577 FT Vest Buffered Allocation Growth ETF shares in Q2 2024, an estimated $1.89M.
  • FT Vest Buffered Allocation Growth ETF made up 0.7% of ICA Group Wealth Management's portfolio in Q2 2024, its #31 holding.
  • ICA Group Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $3.02M in Q1 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2024.

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