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Private Advisory Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Private Advisory Group’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
2023
Q3 		– Sell
-27,728
Closed -$560K – 197
2023
Q2 		$560K Buy
27,728
+181
+0.7% +$3.5K 0.11% 138
2023
Q1 		$522K Sell
27,547
-946
-3% -$17.6K 0.11% 119
2022
Q4 		$512K Buy
+28,493
New +$510K 0.11% 128

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Private Advisory Group's BUFG Position: Q3 2023 in Review

Private Advisory Group sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2023, closing a stake of 27,728 shares — an estimated $560K sold.

Private Advisory Group first reported a position in BUFG in Q4 2022 and held it in 3 quarters. The position peaked at $560K in Q2 2023. 65 funds tracked by Wall St. Rank hold BUFG as of Q3 2023.

  • Private Advisory Group reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Private Advisory Group sold 27,728 FT Vest Buffered Allocation Growth ETF shares in Q3 2023, an estimated $560K.
  • Private Advisory Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 3 quarters.
  • Private Advisory Group's FT Vest Buffered Allocation Growth ETF position peaked at $560K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2023.

Based on Private Advisory Group's 13F filing for Q3 2023, filed 13 Nov 2023.