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

ICA Group Wealth Management’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
Q2 		$2.77M Sell
95,793
-184,622
-66% -$5.21M 1.66% 17
2024
Q1 		$7.84M Buy
280,415
+61,013
+28% +$1.66M 1.57% 12
2023
Q4 		$5.83M Buy
+219,402
New +$5.54M 1.3% 16

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

ICA Group Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 66% in Q2 2024, selling an estimated $5.21M and leaving 95,793 shares worth $2.77M. The position accounts for 1.66% of the portfolio, ranked #17.

ICA Group Wealth Management first reported a position in BUFR in Q4 2023 and has held it in 3 quarters since. The position peaked at $7.84M in Q1 2024. 324 funds tracked by Wall St. Rank hold BUFR as of Q2 2024.

  • ICA Group Wealth Management held 95,793 shares of FT Vest Fund of Buffer ETFs worth $2.77M as of Q2 2024.
  • ICA Group Wealth Management sold 184,622 FT Vest Fund of Buffer ETFs shares in Q2 2024, an estimated $5.21M.
  • FT Vest Fund of Buffer ETFs made up 1.66% of ICA Group Wealth Management's portfolio in Q2 2024, its #17 holding.
  • ICA Group Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $7.84M in Q1 2024.
  • 324 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2024.

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