Kingsview Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Kingsview Wealth Management’s Portfolio BUFT Stock Details BUFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,223	Closed	-$245K	–	1098
2024 Q2	$245K	Sell	11,223 -500	-4%	-$10.8K	0.01%	917
2024 Q1	$250K	Sell	11,723 -4,852	-29%	-$103K	0.01%	888
2023 Q4	$345K	Sell	16,575 -7,100	-30%	-$143K	0.01%	727
2023 Q3	$466K	Sell	23,675 -1,000	-4%	-$20K	0.02%	630
2023 Q2	$491K	Sell	24,675 -1,000	-4%	-$19.3K	0.02%	596
2023 Q1	$488K	Sell	25,675 -850	-3%	-$15.9K	0.02%	582
2022 Q4	$489K	Sell	26,525 -9,800	-27%	-$182K	0.02%	518
2022 Q3	$657K	Buy	+36,325	New	+$681K	0.03%	435

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

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

Kingsview Wealth Management's BUFT Position: Q3 2024 in Review

Kingsview Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q3 2024, closing a stake of 11,223 shares — an estimated $245K sold.

Kingsview Wealth Management first reported a position in BUFT in Q3 2022 and held it in 8 quarters. The position peaked at $657K in Q3 2022. 59 funds tracked by Wall St. Rank hold BUFT as of Q3 2024.

Kingsview Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 11,223 FT Vest Buffered Allocation Defensive ETF shares in Q3 2024, an estimated $245K.
Kingsview Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2022 and held it in 8 quarters.
Kingsview Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $657K in Q3 2022.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.