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Strategic Asset Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Strategic Asset Management’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
2022
Q3 		$130K Hold
6,790
– – 0.23% 71
2022
Q2 		$133K Buy
6,790
+1,000
+17% +$20.2K 0.21% 74
2022
Q1 		$123K Buy
5,790
+2,245
+63% +$47.1K 0.17% 87
2021
Q4 		$76K Buy
+3,545
New +$74.8K 0.11% 113

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Strategic Asset Management's BUFD Position: Q3 2022 in Review

Strategic Asset Management held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q3 2022 at 6,790 shares worth $130K. The position accounts for 0.23% of the portfolio, ranked #71.

Strategic Asset Management first reported a position in BUFD in Q4 2021 and has held it in 4 quarters since. The position peaked at $133K in Q2 2022. 85 funds tracked by Wall St. Rank hold BUFD as of Q3 2022.

  • Strategic Asset Management held 6,790 shares of FT Vest Fund of Deep Buffer ETFs worth $130K as of Q3 2022.
  • Strategic Asset Management left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q3 2022.
  • FT Vest Fund of Deep Buffer ETFs made up 0.23% of Strategic Asset Management's portfolio in Q3 2022, its #71 holding.
  • Strategic Asset Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's FT Vest Fund of Deep Buffer ETFs position peaked at $133K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.