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

Strategic Asset Management’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$66K	Hold	3,150	–	–	0.11%	126
2022 Q2	$68K	Hold	3,150	–	–	0.11%	126
2022 Q1	$75K	Hold	3,150	–	–	0.11%	120
2021 Q4	$76K	Buy	+3,150	New	+$74.4K	0.11%	114

Other funds holding BUFR

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

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Strategic Asset Management held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2022 at 3,150 shares worth $66K. The position accounts for 0.11% of the portfolio, ranked #126.

Strategic Asset Management first reported a position in BUFR in Q4 2021 and has held it in 4 quarters since. The position peaked at $76K in Q4 2021. 120 funds tracked by Wall St. Rank hold BUFR as of Q3 2022.

Strategic Asset Management held 3,150 shares of FT Vest Fund of Buffer ETFs worth $66K as of Q3 2022.
Strategic Asset Management left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2022.
FT Vest Fund of Buffer ETFs made up 0.11% of Strategic Asset Management's portfolio in Q3 2022, its #126 holding.
Strategic Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 4 quarters since.
Strategic Asset Management's FT Vest Fund of Buffer ETFs position peaked at $76K in Q4 2021.
120 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2022.

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