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Sargent Bickham Lagudis’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Sargent Bickham Lagudis’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
-285
Closed -$5K – 1058
2022
Q3 		$5K Buy
+285
New +$5.2K ﹤0.01% 774

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

Sargent Bickham Lagudis's BUFG Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2022, closing a stake of 285 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in BUFG in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 59 funds tracked by Wall St. Rank hold BUFG as of Q4 2022.

  • Sargent Bickham Lagudis reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 285 FT Vest Buffered Allocation Growth ETF shares in Q4 2022, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2022 and held it in 1 quarter.
  • Sargent Bickham Lagudis's FT Vest Buffered Allocation Growth ETF position peaked at $5K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.