Simplicity Solutions’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Simplicity Solutions’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 Q4	$6.82M	Buy	256,493 +80,442	+46%	+$2.03M	0.19%	94
2023 Q3	$4.31M	Buy	176,051 +58,695	+50%	+$1.47M	0.14%	138
2023 Q2	$2.94M	Buy	117,356 +21,059	+22%	+$504K	0.08%	231
2023 Q1	$2.26M	Buy	96,297 +4,790	+5%	+$110K	0.06%	285
2022 Q4	$2.03M	Buy	91,507 +3,017	+3%	+$66.5K	0.28%	78
2022 Q3	$1.84M	Buy	88,490 +5,906	+7%	+$131K	0.27%	77
2022 Q2	$1.77M	Buy	+82,584	New	+$1.85M	0.23%	104

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AWM

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

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

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

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

KAS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's BUFR Position: Q4 2023 in Review

Simplicity Solutions increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 46% in Q4 2023, buying an estimated $2.03M and bringing the position to 256,493 shares worth $6.82M. The position accounts for 0.19% of the portfolio, ranked #94.

Simplicity Solutions first reported a position in BUFR in Q2 2022 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

Simplicity Solutions held 256,493 shares of FT Vest Fund of Buffer ETFs worth $6.82M as of Q4 2023.
Simplicity Solutions bought 80,442 FT Vest Fund of Buffer ETFs shares in Q4 2023, an estimated $2.03M.
FT Vest Fund of Buffer ETFs made up 0.19% of Simplicity Solutions's portfolio in Q4 2023, its #94 holding.
Simplicity Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.