Kelly Financial Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Kelly Financial Services’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,330	Closed	-$81K	–	199
2024 Q2	$81K	Hold	3,330	–	–	0.03%	177
2024 Q1	$78.6K	Sell	3,330 -297	-8%	-$6.87K	0.03%	172
2023 Q4	$82.3K	Sell	3,627 -71	-2%	-$1.55K	0.03%	158
2023 Q3	$78.6K	Sell	3,698 -378	-9%	-$8.17K	0.04%	145
2023 Q2	$87.8K	Sell	4,076 -193	-5%	-$4.01K	0.04%	133
2023 Q1	$87.2K	Buy	+4,269	New	+$85.6K	0.04%	130

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Kelly Financial Services's BUFD Position: Q3 2024 in Review

Kelly Financial Services sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2024, closing a stake of 3,330 shares — an estimated $81K sold.

Kelly Financial Services first reported a position in BUFD in Q1 2023 and held it in 6 quarters. The position peaked at $87.8K in Q2 2023. 151 funds tracked by Wall St. Rank hold BUFD as of Q3 2024.

Kelly Financial Services reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 3,330 FT Vest Fund of Deep Buffer ETFs shares in Q3 2024, an estimated $81K.
Kelly Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and held it in 6 quarters.
Kelly Financial Services's FT Vest Fund of Deep Buffer ETFs position peaked at $87.8K in Q2 2023.
151 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.