SPIA
BUFT icon

Steward Partners Investment Advisory’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Steward Partners Investment Advisory’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
2022
Q4 		– Sell
-3,300
Closed -$60K – 3374
2022
Q3 		$60K Buy
+3,300
New +$61.9K ﹤0.01% 1704

Other funds holding BUFT

SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Steward Partners Investment Advisory's BUFT Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q4 2022, closing a stake of 3,300 shares — an estimated $60K sold.

Steward Partners Investment Advisory first reported a position in BUFT in Q3 2022 and held it in 1 quarter. The position peaked at $60K in Q3 2022. 49 funds tracked by Wall St. Rank hold BUFT as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,300 FT Vest Buffered Allocation Defensive ETF shares in Q4 2022, an estimated $60K.
  • Steward Partners Investment Advisory first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's FT Vest Buffered Allocation Defensive ETF position peaked at $60K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.