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Schubert & Co’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Schubert & Co’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
2023
Q3 		– Sell
-12,240
Closed -$306K – 33
2023
Q2 		$306K Buy
+12,240
New +$293K 0.29% 23

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Janney Montgomery Scott
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AWM
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KAS
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Cetera Investment Advisers
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Schubert & Co's BUFR Position: Q3 2023 in Review

Schubert & Co sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2023, closing a stake of 12,240 shares — an estimated $306K sold.

Schubert & Co first reported a position in BUFR in Q2 2023 and held it in 1 quarter. The position peaked at $306K in Q2 2023. 210 funds tracked by Wall St. Rank hold BUFR as of Q3 2023.

  • Schubert & Co reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2023 after selling out during the quarter.
  • Schubert & Co sold 12,240 FT Vest Fund of Buffer ETFs shares in Q3 2023, an estimated $306K.
  • Schubert & Co first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and held it in 1 quarter.
  • Schubert & Co's FT Vest Fund of Buffer ETFs position peaked at $306K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2023.

Based on Schubert & Co's 13F filing for Q3 2023, filed 16 Nov 2023.