Sweet Financial Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Sweet Financial Partners’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
2024 Q3	$2.55M	Sell	85,369 -4,131	-5%	-$121K	0.55%	42
2024 Q2	$2.59M	Buy	89,500 +1,220	+1%	+$34.4K	0.59%	39
2024 Q1	$2.47M	Sell	88,280 -410,547	-82%	-$11.2M	0.57%	40
2023 Q4	$13.3M	Sell	498,827 -7,178	-1%	-$181K	3.15%	6
2023 Q3	$12.4M	Buy	506,005 +6,542	+1%	+$164K	3.28%	6
2023 Q2	$12.5M	Sell	499,463 -13,761	-3%	-$329K	3.26%	6
2023 Q1	$12M	Sell	513,224 -6,706	-1%	-$154K	3.33%	7
2022 Q4	$11.5M	Buy	519,930 +11,023	+2%	+$243K	3.39%	7
2022 Q3	$10.6M	Buy	508,907 +39,879	+9%	+$887K	3.38%	7
2022 Q2	$10.1M	Buy	469,028 +453,906	+3,002%	+$10.2M	3.15%	8
2022 Q1	$359K	Buy	+15,122	New	+$354K	0.1%	120

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sweet Financial Partners's BUFR Position: Q3 2024 in Review

Sweet Financial Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.6% in Q3 2024, selling an estimated $121K and leaving 85,369 shares worth $2.55M. The position accounts for 0.55% of the portfolio, ranked #42.

Sweet Financial Partners first reported a position in BUFR in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.3M in Q4 2023. 352 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

Sweet Financial Partners held 85,369 shares of FT Vest Fund of Buffer ETFs worth $2.55M as of Q3 2024.
Sweet Financial Partners sold 4,131 FT Vest Fund of Buffer ETFs shares in Q3 2024, an estimated $121K.
FT Vest Fund of Buffer ETFs made up 0.55% of Sweet Financial Partners's portfolio in Q3 2024, its #42 holding.
Sweet Financial Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 11 quarters since.
Sweet Financial Partners's FT Vest Fund of Buffer ETFs position peaked at $13.3M in Q4 2023.
352 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.