IAIM
BUFS

International Assets Investment Management’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

International Assets Investment Management’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-67,628
Closed -$3.2K – 2029
2024
Q3 		$3.2K Buy
67,628
+66,328
+5,102% +$1.37M 0.01% 720
2024
Q2 		$25.9K Buy
+1,300
New +$25.8K ﹤0.01% 1402

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

International Assets Investment Management's BUFS Position: Q4 2024 in Review

International Assets Investment Management sold out of FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q4 2024, closing a stake of 67,628 shares — an estimated $3.2K sold.

International Assets Investment Management first reported a position in BUFS in Q2 2024 and held it in 2 quarters. The position peaked at $25.9K in Q2 2024. 22 funds tracked by Wall St. Rank hold BUFS as of Q4 2024.

  • International Assets Investment Management reported no remaining FT Vest Laddered Small Cap Moderate Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 67,628 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q4 2024, an estimated $3.2K.
  • International Assets Investment Management first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $25.9K in Q2 2024.
  • 22 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.