Second Half Financial Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Second Half Financial Partners’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	-178,473	Closed	-$3.84M	–	50
2023 Q2	$3.84M	Buy	+178,473	New	+$3.71M	0.88%	33

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Second Half Financial Partners's BUFD Position: Q3 2023 in Review

Second Half Financial Partners sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2023, closing a stake of 178,473 shares — an estimated $3.84M sold.

Second Half Financial Partners first reported a position in BUFD in Q2 2023 and held it in 1 quarter. The position peaked at $3.84M in Q2 2023. 98 funds tracked by Wall St. Rank hold BUFD as of Q3 2023.

Second Half Financial Partners reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 178,473 FT Vest Fund of Deep Buffer ETFs shares in Q3 2023, an estimated $3.84M.
Second Half Financial Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $3.84M in Q2 2023.
98 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.