Sound View Wealth Advisors Group’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,667	Closed	-$211K	–	410
2024 Q2	$211K	Hold	9,667	–	–	0.02%	346
2024 Q1	$206K	Sell	9,667 -13,291	-58%	-$281K	0.02%	357
2023 Q4	$478K	Sell	22,958 -3,745	-14%	-$75.5K	0.05%	241
2023 Q3	$526K	Hold	26,703	–	–	0.07%	211
2023 Q2	$531K	Hold	26,703	–	–	0.07%	218
2023 Q1	$508K	Buy	26,703 +3,745	+16%	+$70.2K	0.07%	215
2022 Q4	$478K	Buy	+22,958	New	+$426K	0.05%	241

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sound View Wealth Advisors Group sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q3 2024, closing a stake of 9,667 shares — an estimated $211K sold.

Sound View Wealth Advisors Group first reported a position in BUFT in Q4 2022 and held it in 7 quarters. The position peaked at $531K in Q2 2023. 59 funds tracked by Wall St. Rank hold BUFT as of Q3 2024.

Sound View Wealth Advisors Group reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q3 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 9,667 FT Vest Buffered Allocation Defensive ETF shares in Q3 2024, an estimated $211K.
Sound View Wealth Advisors Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2022 and held it in 7 quarters.
Sound View Wealth Advisors Group's FT Vest Buffered Allocation Defensive ETF position peaked at $531K in Q2 2023.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2024.

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