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

Octavia Wealth 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
2022
Q2 		– Sell
-8,547
Closed -$203K – 167
2022
Q1 		$203K Buy
+8,547
New +$200K 0.05% 181

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Octavia Wealth Advisors's BUFR Position: Q2 2022 in Review

Octavia Wealth Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2022, closing a stake of 8,547 shares — an estimated $203K sold.

Octavia Wealth Advisors first reported a position in BUFR in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 108 funds tracked by Wall St. Rank hold BUFR as of Q2 2022.

  • Octavia Wealth Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2022 after selling out during the quarter.
  • Octavia Wealth Advisors sold 8,547 FT Vest Fund of Buffer ETFs shares in Q2 2022, an estimated $203K.
  • Octavia Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and held it in 1 quarter.
  • Octavia Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $203K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2022.

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