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Semmax Financial Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Semmax Financial Advisors’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
2024
Q3 		– Sell
-190
Closed -$5.51K – 380
2024
Q2 		$5.51K Buy
+190
New +$5.36K ﹤0.01% 277

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Semmax Financial Advisors's BUFR Position: Q3 2024 in Review

Semmax Financial Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2024, closing a stake of 190 shares — an estimated $5.51K sold.

Semmax Financial Advisors first reported a position in BUFR in Q2 2024 and held it in 1 quarter. The position peaked at $5.51K in Q2 2024. 352 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

  • Semmax Financial Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 190 FT Vest Fund of Buffer ETFs shares in Q3 2024, an estimated $5.51K.
  • Semmax Financial Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and held it in 1 quarter.
  • Semmax Financial Advisors's FT Vest Fund of Buffer ETFs position peaked at $5.51K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.