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Patriot Financial Group Insurance Agency’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-5,451
Closed -$96K – 610
2022
Q2 		$96K Hold
5,451
– – 0.02% 558
2022
Q1 		$108K Buy
+5,451
New +$107K 0.02% 562

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WEG
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CAN
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SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
VBFP
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EA
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Patriot Financial Group Insurance Agency's BUFG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2022, closing a stake of 5,451 shares — an estimated $96K sold.

Patriot Financial Group Insurance Agency first reported a position in BUFG in Q1 2022 and held it in 2 quarters. The position peaked at $108K in Q1 2022. 52 funds tracked by Wall St. Rank hold BUFG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,451 FT Vest Buffered Allocation Growth ETF shares in Q3 2022, an estimated $96K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest Buffered Allocation Growth ETF position peaked at $108K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.