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

Sanctuary Wealth Management’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
2024
Q4 		$168K Hold
5,502
– – 0.11% 47
2024
Q3 		$164K Hold
5,502
– – 0.12% 51
2024
Q2 		$159K Hold
5,502
– – 0.12% 46
2024
Q1 		$154K Hold
5,502
– – 0.13% 49
2023
Q4 		$146K Hold
5,502
– – 0.14% 46
2023
Q3 		$135K Buy
5,502
+835
+18% +$21K 0.15% 38
2023
Q2 		$117K Buy
+4,667
New +$112K 0.12% 45

Other funds holding BUFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Sanctuary Wealth Management held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q4 2024 at 5,502 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #47.

Sanctuary Wealth Management first reported a position in BUFR in Q2 2023 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

  • Sanctuary Wealth Management held 5,502 shares of FT Vest Fund of Buffer ETFs worth $168K as of Q4 2024.
  • Sanctuary Wealth Management left its FT Vest Fund of Buffer ETFs share count unchanged in Q4 2024.
  • FT Vest Fund of Buffer ETFs made up 0.11% of Sanctuary Wealth Management's portfolio in Q4 2024, its #47 holding.
  • Sanctuary Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

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