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Strategic Asset Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Strategic Asset Management’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
Q3 		$169K Hold
9,350
– – 0.29% 54
2022
Q2 		$173K Hold
9,350
– – 0.28% 62
2022
Q1 		$188K Buy
9,350
+5,600
+149% +$111K 0.27% 64
2021
Q4 		$76K Buy
+3,750
New +$75.1K 0.11% 115

Other funds holding BUFT

MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Strategic Asset Management held its FT Vest Buffered Allocation Defensive ETF (BUFT) position steady in Q3 2022 at 9,350 shares worth $169K. The position accounts for 0.29% of the portfolio, ranked #54.

Strategic Asset Management first reported a position in BUFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $188K in Q1 2022. 50 funds tracked by Wall St. Rank hold BUFT as of Q3 2022.

  • Strategic Asset Management held 9,350 shares of FT Vest Buffered Allocation Defensive ETF worth $169K as of Q3 2022.
  • Strategic Asset Management left its FT Vest Buffered Allocation Defensive ETF share count unchanged in Q3 2022.
  • FT Vest Buffered Allocation Defensive ETF made up 0.29% of Strategic Asset Management's portfolio in Q3 2022, its #54 holding.
  • Strategic Asset Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's FT Vest Buffered Allocation Defensive ETF position peaked at $188K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2022.

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