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

Second Half Financial Partners’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	-157,610	Closed	-$3.95M	–	52
2023 Q2	$3.95M	Buy	+157,610	New	+$3.77M	0.9%	31

Other funds holding BUFR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AWM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Second Half Financial Partners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2023, closing a stake of 157,610 shares — an estimated $3.95M sold.

Second Half Financial Partners first reported a position in BUFR in Q2 2023 and held it in 1 quarter. The position peaked at $3.95M in Q2 2023. 210 funds tracked by Wall St. Rank hold BUFR as of Q3 2023.

Second Half Financial Partners reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 157,610 FT Vest Fund of Buffer ETFs shares in Q3 2023, an estimated $3.95M.
Second Half Financial Partners first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's FT Vest Fund of Buffer ETFs position peaked at $3.95M in Q2 2023.
210 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2023.

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