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Triumph Capital Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Triumph Capital 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
-15,077
Closed -$297K – 197
2022
Q4 		$297K Sell
15,077
-167
-1% -$3.28K 0.16% 145
2022
Q3 		$291K Sell
15,244
-8,468
-36% -$168K 0.16% 130
2022
Q2 		$463K Sell
23,712
-602
-2% -$12.2K 0.24% 100
2022
Q1 		$516K Buy
+24,314
New +$510K 0.22% 111

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

Triumph Capital Management's BUFD Position: Q1 2023 in Review

Triumph Capital Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2023, closing a stake of 15,077 shares — an estimated $297K sold.

Triumph Capital Management first reported a position in BUFD in Q1 2022 and held it in 4 quarters. The position peaked at $516K in Q1 2022. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

  • Triumph Capital Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2023 after selling out during the quarter.
  • Triumph Capital Management sold 15,077 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $297K.
  • Triumph Capital Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 4 quarters.
  • Triumph Capital Management's FT Vest Fund of Deep Buffer ETFs position peaked at $516K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on Triumph Capital Management's 13F filing for Q1 2023, filed 8 May 2023.