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

Scissortail 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
2023 Q3	–	Sell	-167,578	Closed	-$3.65M	–	48
2023 Q2	$3.65M	Buy	167,578 +14,360	+9%	+$298K	3%	15
2023 Q1	$3.13M	Buy	153,218 +9,550	+7%	+$192K	2.82%	13
2022 Q4	$2.9M	Buy	143,668 +10,654	+8%	+$210K	1.68%	19
2022 Q3	$2.6M	Buy	+133,014	New	+$2.64M	1.35%	25

Other funds holding BUFD

GHA

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Kure Advisory Plymouth, Minnesota $184M AUM 16.02% 1-Year Est. Return

CAAS

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Scissortail Wealth Management's BUFD Position: Q3 2023 in Review

Scissortail Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2023, closing a stake of 167,578 shares — an estimated $3.65M sold.

Scissortail Wealth Management first reported a position in BUFD in Q3 2022 and held it in 4 quarters. The position peaked at $3.65M in Q2 2023. 98 funds tracked by Wall St. Rank hold BUFD as of Q3 2023.

Scissortail Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2023 after selling out during the quarter.
Scissortail Wealth Management sold 167,578 FT Vest Fund of Deep Buffer ETFs shares in Q3 2023, an estimated $3.65M.
Scissortail Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and held it in 4 quarters.
Scissortail Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $3.65M in Q2 2023.
98 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2023.

Based on Scissortail Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.