OLVIG
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Oliver Lagore Vanvalin Investment Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-48
Closed -$1K – 678
2022
Q3 		$1K Sell
48
-300
-86% -$6.67K ﹤0.01% 555
2022
Q2 		$7K Sell
348
-985
-74% -$22K ﹤0.01% 371
2022
Q1 		$31K Sell
1,333
-5,280,507
-100% -$124M 0.02% 211
2021
Q4 		$127M Buy
+5,281,840
New +$125M 9.09% 4

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BUFR Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2022, closing a stake of 48 shares — an estimated $1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BUFR in Q4 2021 and held it in 4 quarters. The position peaked at $127M in Q4 2021. 133 funds tracked by Wall St. Rank hold BUFR as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 48 FT Vest Fund of Buffer ETFs shares in Q4 2022, an estimated $1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's FT Vest Fund of Buffer ETFs position peaked at $127M in Q4 2021.
  • 133 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.