Stonebridge Capital Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Stonebridge Capital Advisors’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-130	Closed	-$2.76K	–	299
2023 Q3	$2.76K	Hold	130	–	–	﹤0.01%	777
2023 Q2	$2.8K	Hold	130	–	–	﹤0.01%	780
2023 Q1	$2.66K	Hold	130	–	–	﹤0.01%	780
2022 Q4	$2.56K	Hold	130	–	–	﹤0.01%	777
2022 Q3	$2K	Hold	130	–	–	﹤0.01%	787
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	763
2022 Q1	$3K	Buy	+130	New	+$2.73K	﹤0.01%	832

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

CWA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Stonebridge Capital Advisors's BUFD Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2023, closing a stake of 130 shares — an estimated $2.76K sold.

Stonebridge Capital Advisors first reported a position in BUFD in Q1 2022 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 116 funds tracked by Wall St. Rank hold BUFD as of Q4 2023.

Stonebridge Capital Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 130 FT Vest Fund of Deep Buffer ETFs shares in Q4 2023, an estimated $2.76K.
Stonebridge Capital Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 7 quarters.
Stonebridge Capital Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $3K in Q2 2022.
116 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.