IAIM
BUFZ icon

International Assets Investment Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

International Assets Investment Management’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-390
Closed -$8.9K – 1863
2024
Q2 		$8.9K Buy
+390
New +$8.74K ﹤0.01% 1702

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

International Assets Investment Management's BUFZ Position: Q3 2024 in Review

International Assets Investment Management sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q3 2024, closing a stake of 390 shares — an estimated $8.9K sold.

International Assets Investment Management first reported a position in BUFZ in Q2 2024 and held it in 1 quarter. The position peaked at $8.9K in Q2 2024. 54 funds tracked by Wall St. Rank hold BUFZ as of Q3 2024.

  • International Assets Investment Management reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 390 FT Vest Laddered Moderate Buffer ETF shares in Q3 2024, an estimated $8.9K.
  • International Assets Investment Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's FT Vest Laddered Moderate Buffer ETF position peaked at $8.9K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.