KMG Fiduciary Partners’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

KMG Fiduciary Partners’s Portfolio FBUF Stock Details FBUF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-66,262	Closed	-$1.81M	–	292
2024 Q4	$1.81M	Buy	+66,262	New	+$1.81M	0.15%	133

Other funds holding FBUF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

KMG Fiduciary Partners's FBUF Position: Q1 2025 in Review

KMG Fiduciary Partners sold out of Fidelity Dynamic Buffered Equity ETF (FBUF) in Q1 2025, closing a stake of 66,262 shares — an estimated $1.81M sold.

KMG Fiduciary Partners first reported a position in FBUF in Q4 2024 and held it in 1 quarter. The position peaked at $1.81M in Q4 2024. 7 funds tracked by Wall St. Rank hold FBUF as of Q1 2025.

KMG Fiduciary Partners reported no remaining Fidelity Dynamic Buffered Equity ETF position as of Q1 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 66,262 Fidelity Dynamic Buffered Equity ETF shares in Q1 2025, an estimated $1.81M.
KMG Fiduciary Partners first reported a position in Fidelity Dynamic Buffered Equity ETF in Q4 2024 and held it in 1 quarter.
KMG Fiduciary Partners's Fidelity Dynamic Buffered Equity ETF position peaked at $1.81M in Q4 2024.
7 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q1 2025.

Based on KMG Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.