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Retirement Planning Group (Kansas)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Retirement Planning Group (Kansas)’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
2022
Q4 		– Sell
-37,578
Closed -$634K – 135
2022
Q3 		$634K Sell
37,578
-19,133
-34% -$349K 0.08% 71
2022
Q2 		$1M Sell
56,711
-1,017
-2% -$18.9K 0.12% 50
2022
Q1 		$1.15M Buy
+57,728
New +$1.13M 0.13% 43

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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BUFG Position: Q4 2022 in Review

Retirement Planning Group (Kansas) sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2022, closing a stake of 37,578 shares — an estimated $634K sold.

Retirement Planning Group (Kansas) first reported a position in BUFG in Q1 2022 and held it in 3 quarters. The position peaked at $1.15M in Q1 2022. 59 funds tracked by Wall St. Rank hold BUFG as of Q4 2022.

  • Retirement Planning Group (Kansas) reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 37,578 FT Vest Buffered Allocation Growth ETF shares in Q4 2022, an estimated $634K.
  • Retirement Planning Group (Kansas) first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s FT Vest Buffered Allocation Growth ETF position peaked at $1.15M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2022, filed 19 Jan 2023.