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Realta Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Realta Investment Advisors’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
2023
Q4 		– Sell
-570
Closed -$14.3K – 476
2023
Q3 		$14.3K Hold
570
– – ﹤0.01% 650
2023
Q2 		$14.3K Buy
+570
New +$13.6K ﹤0.01% 696
2023
Q1 		– Sell
-570
Closed -$12.7K – 465
2022
Q4 		$12.7K Hold
570
– – ﹤0.01% 690
2022
Q3 		$12K Buy
+570
New +$12.7K ﹤0.01% 663

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's BUFR Position: Q4 2023 in Review

Realta Investment Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2023, closing a stake of 570 shares — an estimated $14.3K sold.

Realta Investment Advisors first reported a position in BUFR in Q3 2022 and held it in 4 quarters. The position peaked at $14.3K in Q3 2023. 264 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

  • Realta Investment Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 570 FT Vest Fund of Buffer ETFs shares in Q4 2023, an estimated $14.3K.
  • Realta Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and held it in 4 quarters.
  • Realta Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $14.3K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.