Sound View Wealth Advisors Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,653	Closed	-$270K	–	409
2024 Q2	$270K	Hold	11,653	–	–	0.03%	317
2024 Q1	$262K	Sell	11,653 -13,533	-54%	-$296K	0.03%	321
2023 Q4	$536K	Sell	25,186 -2,001	-7%	-$40.6K	0.06%	227
2023 Q3	$535K	Hold	27,187	–	–	0.07%	208
2023 Q2	$549K	Sell	27,187 -14	-0.1%	-$271	0.07%	210
2023 Q1	$515K	Buy	27,201 +2,015	+8%	+$37.4K	0.07%	211
2022 Q4	$536K	Buy	+25,186	New	+$451K	0.06%	227

Other funds holding BUFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

PGWM

Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

Sound View Wealth Advisors Group's BUFG Position: Q3 2024 in Review

Sound View Wealth Advisors Group sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2024, closing a stake of 11,653 shares — an estimated $270K sold.

Sound View Wealth Advisors Group first reported a position in BUFG in Q4 2022 and held it in 7 quarters. The position peaked at $549K in Q2 2023. 83 funds tracked by Wall St. Rank hold BUFG as of Q3 2024.

Sound View Wealth Advisors Group reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 11,653 FT Vest Buffered Allocation Growth ETF shares in Q3 2024, an estimated $270K.
Sound View Wealth Advisors Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 7 quarters.
Sound View Wealth Advisors Group's FT Vest Buffered Allocation Growth ETF position peaked at $549K in Q2 2023.
83 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2024, filed 12 Nov 2024.