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

Kelly Financial Services’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
Q2 		– Sell
-53
Closed -$1.48K – 807
2024
Q1 		$1.48K Buy
+53
New +$1.44K ﹤0.01% 633

Other funds holding BUFR

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Cetera Investment Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kelly Financial Services's BUFR Position: Q2 2024 in Review

Kelly Financial Services sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2024, closing a stake of 53 shares — an estimated $1.48K sold.

Kelly Financial Services first reported a position in BUFR in Q1 2024 and held it in 1 quarter. The position peaked at $1.48K in Q1 2024. 324 funds tracked by Wall St. Rank hold BUFR as of Q2 2024.

  • Kelly Financial Services reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 53 FT Vest Fund of Buffer ETFs shares in Q2 2024, an estimated $1.48K.
  • Kelly Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and held it in 1 quarter.
  • Kelly Financial Services's FT Vest Fund of Buffer ETFs position peaked at $1.48K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.