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Riverview Trust Company’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-249
Closed -$4.72K – 679
2023
Q1 		$4.72K Buy
+249
New +$4.62K ﹤0.01% 688

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AWE
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Riverview Trust Company's BUFG Position: Q2 2023 in Review

Riverview Trust Company sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2023, closing a stake of 249 shares — an estimated $4.72K sold.

Riverview Trust Company first reported a position in BUFG in Q1 2023 and held it in 1 quarter. The position peaked at $4.72K in Q1 2023. 57 funds tracked by Wall St. Rank hold BUFG as of Q2 2023.

  • Riverview Trust Company reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 249 FT Vest Buffered Allocation Growth ETF shares in Q2 2023, an estimated $4.72K.
  • Riverview Trust Company first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2023 and held it in 1 quarter.
  • Riverview Trust Company's FT Vest Buffered Allocation Growth ETF position peaked at $4.72K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.