Sterling Manor Financial’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Sterling Manor Financial’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
2023 Q2	–	Sell	-184,239	Closed	-$3.5M	–	32
2023 Q1	$3.5M	Buy	184,239 +15,565	+9%	+$292K	3.4%	11
2022 Q4	$3.11M	Buy	168,674 +4,039	+2%	+$74.9K	3.46%	6
2022 Q3	$2.98M	Buy	164,635 +141,158	+601%	+$2.65M	3.69%	6
2022 Q2	$435K	Hold	23,477	–	–	0.53%	30
2022 Q1	$471K	Buy	23,477 +3,869	+20%	+$76.9K	0.38%	41
2021 Q4	$395K	Buy	+19,608	New	+$393K	0.31%	49

Other funds holding BUFT

GEA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Sterling Manor Financial's BUFT Position: Q2 2023 in Review

Sterling Manor Financial sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2023, closing a stake of 184,239 shares — an estimated $3.5M sold.

Sterling Manor Financial first reported a position in BUFT in Q4 2021 and held it in 6 quarters. The position peaked at $3.5M in Q1 2023. 45 funds tracked by Wall St. Rank hold BUFT as of Q2 2023.

Sterling Manor Financial reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 184,239 FT Vest Buffered Allocation Defensive ETF shares in Q2 2023, an estimated $3.5M.
Sterling Manor Financial first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and held it in 6 quarters.
Sterling Manor Financial's FT Vest Buffered Allocation Defensive ETF position peaked at $3.5M in Q1 2023.
45 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.