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Strategic Asset Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Strategic Asset Management’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
2022
Q3 		$600K Sell
35,565
-1,950
-5% -$35.6K 1.04% 19
2022
Q2 		$662K Sell
37,515
-1,400
-4% -$26K 1.06% 17
2022
Q1 		$772K Buy
38,915
+11,990
+45% +$235K 1.09% 18
2021
Q4 		$547K Buy
+26,925
New +$542K 0.76% 25

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

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

Strategic Asset Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 5.2% in Q3 2022, selling an estimated $35.6K and leaving 35,565 shares worth $600K. The position accounts for 1.04% of the portfolio, ranked #19.

Strategic Asset Management first reported a position in BUFG in Q4 2021 and has held it in 4 quarters since. The position peaked at $772K in Q1 2022. 52 funds tracked by Wall St. Rank hold BUFG as of Q3 2022.

  • Strategic Asset Management held 35,565 shares of FT Vest Buffered Allocation Growth ETF worth $600K as of Q3 2022.
  • Strategic Asset Management sold 1,950 FT Vest Buffered Allocation Growth ETF shares in Q3 2022, an estimated $35.6K.
  • FT Vest Buffered Allocation Growth ETF made up 1.04% of Strategic Asset Management's portfolio in Q3 2022, its #19 holding.
  • Strategic Asset Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's FT Vest Buffered Allocation Growth ETF position peaked at $772K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2022.

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