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Trinity Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Trinity Wealth 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
2023
Q1 		– Sell
-223,514
Closed -$4.12M – 41
2022
Q4 		$4.12M Buy
223,514
+5,713
+3% +$106K 2.94% 14
2022
Q3 		$3.94M Buy
217,801
+6,282
+3% +$118K 3.16% 12
2022
Q2 		$3.92M Buy
211,519
+12,392
+6% +$238K 3.06% 11
2022
Q1 		$3.99M Buy
+199,127
New +$3.96M 2.81% 12

Other funds holding BUFT

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
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Trinity Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2023, closing a stake of 223,514 shares — an estimated $4.12M sold.

Trinity Wealth Management first reported a position in BUFT in Q1 2022 and held it in 4 quarters. The position peaked at $4.12M in Q4 2022. 47 funds tracked by Wall St. Rank hold BUFT as of Q1 2023.

  • Trinity Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2023 after selling out during the quarter.
  • Trinity Wealth Management sold 223,514 FT Vest Buffered Allocation Defensive ETF shares in Q1 2023, an estimated $4.12M.
  • Trinity Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 4 quarters.
  • Trinity Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $4.12M in Q4 2022.
  • 47 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2023.

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