KWM
BUFG icon

Kingsview Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Kingsview Wealth Management’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,900
Closed -$228K – 821
2022
Q2 		$228K Buy
+12,900
New +$240K 0.01% 733

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Kingsview Wealth Management's BUFG Position: Q3 2022 in Review

Kingsview Wealth Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2022, closing a stake of 12,900 shares — an estimated $228K sold.

Kingsview Wealth Management first reported a position in BUFG in Q2 2022 and held it in 1 quarter. The position peaked at $228K in Q2 2022. 52 funds tracked by Wall St. Rank hold BUFG as of Q3 2022.

  • Kingsview Wealth Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,900 FT Vest Buffered Allocation Growth ETF shares in Q3 2022, an estimated $228K.
  • Kingsview Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $228K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.