Sanctuary Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Sanctuary Wealth Management’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$328K	Hold	12,854	–	–	0.22%	34
2024 Q3	$322K	Hold	12,854	–	–	0.23%	36
2024 Q2	$313K	Hold	12,854	–	–	0.24%	35
2024 Q1	$303K	Hold	12,854	–	–	0.25%	33
2023 Q4	$292K	Hold	12,854	–	–	0.28%	28
2023 Q3	$273K	Hold	12,854	–	–	0.3%	28
2023 Q2	$277K	Buy	+12,854	New	+$267K	0.29%	29

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Sanctuary Wealth Management's BUFD Position: Q4 2024 in Review

Sanctuary Wealth Management held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q4 2024 at 12,854 shares worth $328K. The position accounts for 0.22% of the portfolio, ranked #34.

Sanctuary Wealth Management first reported a position in BUFD in Q2 2023 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold BUFD as of Q4 2024.

Sanctuary Wealth Management held 12,854 shares of FT Vest Fund of Deep Buffer ETFs worth $328K as of Q4 2024.
Sanctuary Wealth Management left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q4 2024.
FT Vest Fund of Deep Buffer ETFs made up 0.22% of Sanctuary Wealth Management's portfolio in Q4 2024, its #34 holding.
Sanctuary Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2023 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.