Sowell Financial Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-11,694	Closed	-$263K	–	528
2024 Q1	$263K	Sell	11,694 -711	-6%	-$15.6K	0.01%	520
2023 Q4	$264K	Sell	12,405 -2,153	-15%	-$43.7K	0.01%	501
2023 Q3	$286K	Sell	14,558 -1,643	-10%	-$33.3K	0.02%	466
2023 Q2	$327K	Buy	+16,201	New	+$313K	0.02%	504
2023 Q1	–	Sell	-27,420	Closed	-$492K	–	765
2022 Q4	$492K	Buy	+27,420	New	+$491K	0.03%	429

Other funds holding BUFG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Sowell Financial Services's BUFG Position: Q2 2024 in Review

Sowell Financial Services sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2024, closing a stake of 11,694 shares — an estimated $263K sold.

Sowell Financial Services first reported a position in BUFG in Q4 2022 and held it in 5 quarters. The position peaked at $492K in Q4 2022. 78 funds tracked by Wall St. Rank hold BUFG as of Q2 2024.

Sowell Financial Services reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 11,694 FT Vest Buffered Allocation Growth ETF shares in Q2 2024, an estimated $263K.
Sowell Financial Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 5 quarters.
Sowell Financial Services's FT Vest Buffered Allocation Growth ETF position peaked at $492K in Q4 2022.
78 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.