TWM
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Trinity Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Trinity Wealth Management’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-210,271
Closed -$4.14M – 40
2022
Q4 		$4.14M Buy
210,271
+4,703
+2% +$92.5K 2.94% 13
2022
Q3 		$3.93M Buy
205,568
+5,498
+3% +$109K 3.15% 13
2022
Q2 		$3.91M Buy
200,070
+11,720
+6% +$237K 3.05% 12
2022
Q1 		$4M Buy
+188,350
New +$3.95M 2.81% 11

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Trinity Wealth Management's BUFD Position: Q1 2023 in Review

Trinity Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2023, closing a stake of 210,271 shares — an estimated $4.14M sold.

Trinity Wealth Management first reported a position in BUFD in Q1 2022 and held it in 4 quarters. The position peaked at $4.14M in Q4 2022. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

  • Trinity Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2023 after selling out during the quarter.
  • Trinity Wealth Management sold 210,271 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $4.14M.
  • Trinity Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 4 quarters.
  • Trinity Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $4.14M in Q4 2022.
  • 86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on Trinity Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.