Personal CFO Solutions’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Personal CFO Solutions’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
2024 Q4	–	Sell	-85,047	Closed	-$2.05M	–	473
2024 Q3	$2.05M	Buy	85,047 +8,881	+12%	+$208K	0.29%	69
2024 Q2	$1.77M	Buy	76,166 +3,388	+5%	+$76.6K	0.27%	67
2024 Q1	$1.64M	Buy	72,778 +15,547	+27%	+$340K	0.26%	78
2023 Q4	$1.22M	Buy	57,231 +2,800	+5%	+$56.8K	0.21%	92
2023 Q3	$1.07M	Buy	54,431 +5,598	+11%	+$113K	0.21%	92
2023 Q2	$985K	Buy	48,833 +7,290	+18%	+$141K	0.2%	99
2023 Q1	$787K	Buy	41,543 +4,628	+13%	+$85.9K	0.16%	119
2022 Q4	$663K	Buy	36,915 +10,666	+41%	+$191K	0.14%	144
2022 Q3	$443K	Buy	26,249 +1,985	+8%	+$36.2K	0.11%	169
2022 Q2	$428K	Buy	24,264 +3,893	+19%	+$72.3K	0.1%	183
2022 Q1	$404K	Buy	20,371 +7,576	+59%	+$149K	0.08%	240
2021 Q4	$260K	Buy	+12,795	New	+$258K	0.05%	365

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Personal CFO Solutions's BUFG Position: Q4 2024 in Review

Personal CFO Solutions sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2024, closing a stake of 85,047 shares — an estimated $2.05M sold.

Personal CFO Solutions first reported a position in BUFG in Q4 2021 and held it in 12 quarters. The position peaked at $2.05M in Q3 2024. 84 funds tracked by Wall St. Rank hold BUFG as of Q4 2024.

Personal CFO Solutions reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 85,047 FT Vest Buffered Allocation Growth ETF shares in Q4 2024, an estimated $2.05M.
Personal CFO Solutions first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and held it in 12 quarters.
Personal CFO Solutions's FT Vest Buffered Allocation Growth ETF position peaked at $2.05M in Q3 2024.
84 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.