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

Selective 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
2022
Q4 		– Sell
-152
Closed -$3K – 199
2022
Q3 		$3K Hold
152
– – ﹤0.01% 629
2022
Q2 		$3K Hold
152
– – ﹤0.01% 666
2022
Q1 		$3K Buy
+152
New +$3.19K ﹤0.01% 629

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Selective Wealth Management's BUFD Position: Q4 2022 in Review

Selective Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2022, closing a stake of 152 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in BUFD in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 84 funds tracked by Wall St. Rank hold BUFD as of Q4 2022.

  • Selective Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 152 FT Vest Fund of Deep Buffer ETFs shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $3K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.