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Kraft Davis & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Kraft Davis & Associates’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
2023
Q4 		– Sell
-14,684
Closed -$356K – 131
2023
Q3 		$356K Sell
14,684
-87,093
-86% -$2.19M 0.13% 74
2023
Q2 		$2.57M Buy
+101,777
New +$2.44M 0.89% 28

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kraft Davis & Associates's BUFR Position: Q4 2023 in Review

Kraft Davis & Associates sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2023, closing a stake of 14,684 shares — an estimated $356K sold.

Kraft Davis & Associates first reported a position in BUFR in Q2 2023 and held it in 2 quarters. The position peaked at $2.57M in Q2 2023. 265 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

  • Kraft Davis & Associates reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2023 after selling out during the quarter.
  • Kraft Davis & Associates sold 14,684 FT Vest Fund of Buffer ETFs shares in Q4 2023, an estimated $356K.
  • Kraft Davis & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and held it in 2 quarters.
  • Kraft Davis & Associates's FT Vest Fund of Buffer ETFs position peaked at $2.57M in Q2 2023.
  • 265 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on Kraft Davis & Associates's 13F filing for Q4 2023, filed 31 Jan 2024.