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Summit Wealth Partners’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Summit Wealth Partners’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-89,938
Closed -$2.12M – 208
2024
Q3 		$2.12M Sell
89,938
-7,466
-8% -$172K 0.41% 50
2024
Q2 		$2.22M Sell
97,404
-9,147
-9% -$205K 0.46% 42
2024
Q1 		$2.37M Buy
+106,551
New +$2.32M 0.51% 38

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Partners's BUFZ Position: Q4 2024 in Review

Summit Wealth Partners sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q4 2024, closing a stake of 89,938 shares — an estimated $2.12M sold.

Summit Wealth Partners first reported a position in BUFZ in Q1 2024 and held it in 3 quarters. The position peaked at $2.37M in Q1 2024. 72 funds tracked by Wall St. Rank hold BUFZ as of Q4 2024.

  • Summit Wealth Partners reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 89,938 FT Vest Laddered Moderate Buffer ETF shares in Q4 2024, an estimated $2.12M.
  • Summit Wealth Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and held it in 3 quarters.
  • Summit Wealth Partners's FT Vest Laddered Moderate Buffer ETF position peaked at $2.37M in Q1 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.