PWM
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PRW Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

PRW Wealth Management’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
-103,276
Closed -$2.15M – 70
2022
Q3 		$2.15M Buy
103,276
+1,466
+1% +$32.6K 1.03% 18
2022
Q2 		$2.19M Buy
+101,810
New +$2.28M 1.28% 17

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $110B AUM 26.29% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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 $6.6B AUM 30.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PRW Wealth Management's BUFR Position: Q4 2022 in Review

PRW Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2022, closing a stake of 103,276 shares — an estimated $2.15M sold.

PRW Wealth Management first reported a position in BUFR in Q2 2022 and held it in 2 quarters. The position peaked at $2.19M in Q2 2022. 133 funds tracked by Wall St. Rank hold BUFR as of Q4 2022.

  • PRW Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2022 after selling out during the quarter.
  • PRW Wealth Management sold 103,276 FT Vest Fund of Buffer ETFs shares in Q4 2022, an estimated $2.15M.
  • PRW Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and held it in 2 quarters.
  • PRW Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $2.19M in Q2 2022.
  • 133 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2022.

Based on PRW Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.