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Raleigh Capital Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Raleigh Capital Management’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
Q3 		– Sell
-513
Closed -$11.9K – 1005
2024
Q2 		$11.9K Sell
513
-9,185
-95% -$208K 0.01% 535
2024
Q1 		$218K Buy
+9,698
New +$212K 0.09% 190

Other funds holding BUFG

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

Raleigh Capital Management's BUFG Position: Q3 2024 in Review

Raleigh Capital Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2024, closing a stake of 513 shares — an estimated $11.9K sold.

Raleigh Capital Management first reported a position in BUFG in Q1 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 83 funds tracked by Wall St. Rank hold BUFG as of Q3 2024.

  • Raleigh Capital Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 513 FT Vest Buffered Allocation Growth ETF shares in Q3 2024, an estimated $11.9K.
  • Raleigh Capital Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2024 and held it in 2 quarters.
  • Raleigh Capital Management's FT Vest Buffered Allocation Growth ETF position peaked at $218K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2024.

Based on Raleigh Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.