SCFS
BUFG icon

S.C. Financial Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

S.C. Financial Services’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 		$845K Buy
47,068
+15,894
+51% +$285K 1.3% 22
2022
Q3 		$526K Buy
31,174
+5,621
+22% +$103K 0.83% 38
2022
Q2 		$451K Buy
+25,553
New +$475K 0.69% 48

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

S.C. Financial Services's BUFG Position: Q4 2022 in Review

S.C. Financial Services increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 51% in Q4 2022, buying an estimated $285K and bringing the position to 47,068 shares worth $845K. The position accounts for 1.3% of the portfolio, ranked #22.

S.C. Financial Services first reported a position in BUFG in Q2 2022 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold BUFG as of Q4 2022.

  • S.C. Financial Services held 47,068 shares of FT Vest Buffered Allocation Growth ETF worth $845K as of Q4 2022.
  • S.C. Financial Services bought 15,894 FT Vest Buffered Allocation Growth ETF shares in Q4 2022, an estimated $285K.
  • FT Vest Buffered Allocation Growth ETF made up 1.3% of S.C. Financial Services's portfolio in Q4 2022, its #22 holding.
  • S.C. Financial Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.