Sweet Financial Partners’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Sweet Financial Partners’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
2024 Q3	$797K	Sell	36,066 -1,454	-4%	-$31.9K	0.17%	93
2024 Q2	$818K	Sell	37,520 -5,992	-14%	-$129K	0.19%	86
2024 Q1	$929K	Sell	43,512 -455,730	-91%	-$9.63M	0.21%	85
2023 Q4	$10.4M	Sell	499,242 -3,661	-0.7%	-$73.8K	2.47%	8
2023 Q3	$9.9M	Buy	502,903 +9,243	+2%	+$184K	2.62%	8
2023 Q2	$9.82M	Sell	493,660 -422,679	-46%	-$8.16M	2.56%	8
2023 Q1	$17.4M	Buy	916,339 +3,834	+0.4%	+$71.9K	4.82%	4
2022 Q4	$16.8M	Buy	912,505 +28,204	+3%	+$523K	4.95%	4
2022 Q3	$16M	Buy	884,301 +62,891	+8%	+$1.18M	5.1%	5
2022 Q2	$15.2M	Buy	+821,410	New	+$15.8M	4.78%	5

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sweet Financial Partners reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 3.9% in Q3 2024, selling an estimated $31.9K and leaving 36,066 shares worth $797K. The position accounts for 0.17% of the portfolio, ranked #93.

Sweet Financial Partners first reported a position in BUFT in Q2 2022 and has held it in 10 quarters since. The position peaked at $17.4M in Q1 2023. 59 funds tracked by Wall St. Rank hold BUFT as of Q3 2024.

Sweet Financial Partners held 36,066 shares of FT Vest Buffered Allocation Defensive ETF worth $797K as of Q3 2024.
Sweet Financial Partners sold 1,454 FT Vest Buffered Allocation Defensive ETF shares in Q3 2024, an estimated $31.9K.
FT Vest Buffered Allocation Defensive ETF made up 0.17% of Sweet Financial Partners's portfolio in Q3 2024, its #93 holding.
Sweet Financial Partners first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and has held it in 10 quarters since.
Sweet Financial Partners's FT Vest Buffered Allocation Defensive ETF position peaked at $17.4M in Q1 2023.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2024.

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