Madrona Financial Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Madrona Financial Services’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-155,761	Closed	-$3.54M	–	101
2023 Q4	$3.54M	Sell	155,761 -13,295	-8%	-$290K	1.39%	19
2023 Q3	$3.59M	Sell	169,056 -20,792	-11%	-$450K	1.64%	15
2023 Q2	$4.09M	Buy	189,848 +2,186	+1%	+$45.4K	2%	14
2023 Q1	$3.83M	Buy	187,662 +2,628	+1%	+$52.7K	2.06%	15
2022 Q4	$3.64M	Buy	185,034 +5,850	+3%	+$115K	2.08%	17
2022 Q3	$3.42M	Buy	179,184 +6,998	+4%	+$139K	2.11%	17
2022 Q2	$3.37M	Buy	172,186 +26,071	+18%	+$528K	1.97%	18
2022 Q1	$3.1M	Buy	+146,115	New	+$3.06M	1.52%	20

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

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

CWA

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Madrona Financial Services's BUFD Position: Q1 2024 in Review

Madrona Financial Services sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2024, closing a stake of 155,761 shares — an estimated $3.54M sold.

Madrona Financial Services first reported a position in BUFD in Q1 2022 and held it in 8 quarters. The position peaked at $4.09M in Q2 2023. 127 funds tracked by Wall St. Rank hold BUFD as of Q1 2024.

Madrona Financial Services reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2024 after selling out during the quarter.
Madrona Financial Services sold 155,761 FT Vest Fund of Deep Buffer ETFs shares in Q1 2024, an estimated $3.54M.
Madrona Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 8 quarters.
Madrona Financial Services's FT Vest Fund of Deep Buffer ETFs position peaked at $4.09M in Q2 2023.
127 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2024.

Based on Madrona Financial Services's 13F filing for Q1 2024, filed 19 Apr 2024.