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LM Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LM Advisors’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
2024
Q1 		– Sell
-840
Closed -$22.3K – 281
2023
Q4 		$22.3K Buy
+840
New +$21.2K ﹤0.01% 422

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LM Advisors's BUFR Position: Q1 2024 in Review

LM Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2024, closing a stake of 840 shares — an estimated $22.3K sold.

LM Advisors first reported a position in BUFR in Q4 2023 and held it in 1 quarter. The position peaked at $22.3K in Q4 2023. 287 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

  • LM Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 840 FT Vest Fund of Buffer ETFs shares in Q1 2024, an estimated $22.3K.
  • LM Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 1 quarter.
  • LM Advisors's FT Vest Fund of Buffer ETFs position peaked at $22.3K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.