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Octavia Wealth Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Octavia Wealth Advisors’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
2022
Q2 		– Sell
-13,067
Closed -$277K – 166
2022
Q1 		$277K Buy
+13,067
New +$274K 0.06% 147

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FSG
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Octavia Wealth Advisors's BUFD Position: Q2 2022 in Review

Octavia Wealth Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2022, closing a stake of 13,067 shares — an estimated $277K sold.

Octavia Wealth Advisors first reported a position in BUFD in Q1 2022 and held it in 1 quarter. The position peaked at $277K in Q1 2022. 76 funds tracked by Wall St. Rank hold BUFD as of Q2 2022.

  • Octavia Wealth Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2022 after selling out during the quarter.
  • Octavia Wealth Advisors sold 13,067 FT Vest Fund of Deep Buffer ETFs shares in Q2 2022, an estimated $277K.
  • Octavia Wealth Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 1 quarter.
  • Octavia Wealth Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $277K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2022.

Based on Octavia Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.