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Impact Partnership Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-109
Closed -$2.9K – 727
2023
Q4 		$2.9K Hold
109
– – ﹤0.01% 652
2023
Q3 		$2.67K Hold
109
– – ﹤0.01% 782
2023
Q2 		$2.73K Buy
+109
New +$2.61K ﹤0.01% 593

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Impact Partnership Wealth's BUFR Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2024, closing a stake of 109 shares — an estimated $2.9K sold.

Impact Partnership Wealth first reported a position in BUFR in Q2 2023 and held it in 3 quarters. The position peaked at $2.9K in Q4 2023. 289 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 109 FT Vest Fund of Buffer ETFs shares in Q1 2024, an estimated $2.9K.
  • Impact Partnership Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's FT Vest Fund of Buffer ETFs position peaked at $2.9K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.