McKinley Carter Wealth Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

McKinley Carter Wealth Services’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	-60,715	Closed	-$1.49M	–	303
2023 Q3	$1.49M	Hold	60,715	–	–	0.12%	123
2023 Q2	$1.52M	Hold	60,715	–	–	0.11%	127
2023 Q1	$1.42M	Buy	60,715 +12,455	+26%	+$286K	0.11%	125
2022 Q4	$1.07M	Buy	48,260 +33,040	+217%	+$728K	0.09%	138
2022 Q3	$317K	Buy	15,220 +4,750	+45%	+$106K	0.03%	232
2022 Q2	$225K	Buy	+10,470	New	+$234K	0.02%	275

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McKinley Carter Wealth Services's BUFR Position: Q4 2023 in Review

McKinley Carter Wealth Services sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2023, closing a stake of 60,715 shares — an estimated $1.49M sold.

McKinley Carter Wealth Services first reported a position in BUFR in Q2 2022 and held it in 6 quarters. The position peaked at $1.52M in Q2 2023. 265 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

McKinley Carter Wealth Services reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 60,715 FT Vest Fund of Buffer ETFs shares in Q4 2023, an estimated $1.49M.
McKinley Carter Wealth Services first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and held it in 6 quarters.
McKinley Carter Wealth Services's FT Vest Fund of Buffer ETFs position peaked at $1.52M in Q2 2023.
265 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2023, filed 7 Feb 2024.