KFG Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

KFG Wealth Management’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
2023 Q2	–	Sell	-16,515	Closed	-$338K	–	119
2023 Q1	$338K	Hold	16,515	–	–	0.23%	56
2022 Q4	$325K	Buy	+16,515	New	+$325K	0.33%	55

Other funds holding BUFD

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

CAAS

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

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

KFG Wealth Management's BUFD Position: Q2 2023 in Review

KFG Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2023, closing a stake of 16,515 shares — an estimated $338K sold.

KFG Wealth Management first reported a position in BUFD in Q4 2022 and held it in 2 quarters. The position peaked at $338K in Q1 2023. 88 funds tracked by Wall St. Rank hold BUFD as of Q2 2023.

KFG Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2023 after selling out during the quarter.
KFG Wealth Management sold 16,515 FT Vest Fund of Deep Buffer ETFs shares in Q2 2023, an estimated $338K.
KFG Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and held it in 2 quarters.
KFG Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $338K in Q1 2023.
88 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2023.

Based on KFG Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.