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ICA Group Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

ICA Group Wealth Management’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$44.7K Hold
2,050
– – 0.03% 256
2024
Q1 		$43.8K Buy
+2,050
New +$43.3K 0.01% 583

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SF
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GWM
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LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
MFGM
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ICA Group Wealth Management's BUFT Position: Q2 2024 in Review

ICA Group Wealth Management held its FT Vest Buffered Allocation Defensive ETF (BUFT) position steady in Q2 2024 at 2,050 shares worth $44.7K. The position accounts for 0.03% of the portfolio, ranked #256.

ICA Group Wealth Management first reported a position in BUFT in Q1 2024 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold BUFT as of Q2 2024.

  • ICA Group Wealth Management held 2,050 shares of FT Vest Buffered Allocation Defensive ETF worth $44.7K as of Q2 2024.
  • ICA Group Wealth Management left its FT Vest Buffered Allocation Defensive ETF share count unchanged in Q2 2024.
  • FT Vest Buffered Allocation Defensive ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #256 holding.
  • ICA Group Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2024 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2024.

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