Maltin Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Maltin Wealth Management’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-54,699	Closed	-$923K	–	104
2022 Q3	$923K	Sell	54,699 -1,205	-2%	-$22K	0.73%	46
2022 Q2	$987K	Buy	+55,904	New	+$1.04M	0.71%	50
2022 Q1	–	Sell	-61,833	Closed	-$1.26M	–	114
2021 Q4	$1.26M	Buy	+61,833	New	+$1.24M	0.75%	42

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PGWM

Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Maltin Wealth Management's BUFG Position: Q4 2022 in Review

Maltin Wealth Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2022, closing a stake of 54,699 shares — an estimated $923K sold.

Maltin Wealth Management first reported a position in BUFG in Q4 2021 and held it in 3 quarters. The position peaked at $1.26M in Q4 2021. 59 funds tracked by Wall St. Rank hold BUFG as of Q4 2022.

Maltin Wealth Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2022 after selling out during the quarter.
Maltin Wealth Management sold 54,699 FT Vest Buffered Allocation Growth ETF shares in Q4 2022, an estimated $923K.
Maltin Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and held it in 3 quarters.
Maltin Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $1.26M in Q4 2021.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2022.

Based on Maltin Wealth Management's 13F filing for Q4 2022, filed 17 Feb 2023.