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

Triumph Capital Management’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
2022
Q2 		– Sell
-29,085
Closed -$691K – 207
2022
Q1 		$691K Buy
+29,085
New +$681K 0.3% 81

Other funds holding BUFR

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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Triumph Capital Management's BUFR Position: Q2 2022 in Review

Triumph Capital Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2022, closing a stake of 29,085 shares — an estimated $691K sold.

Triumph Capital Management first reported a position in BUFR in Q1 2022 and held it in 1 quarter. The position peaked at $691K in Q1 2022. 108 funds tracked by Wall St. Rank hold BUFR as of Q2 2022.

  • Triumph Capital Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2022 after selling out during the quarter.
  • Triumph Capital Management sold 29,085 FT Vest Fund of Buffer ETFs shares in Q2 2022, an estimated $691K.
  • Triumph Capital Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and held it in 1 quarter.
  • Triumph Capital Management's FT Vest Fund of Buffer ETFs position peaked at $691K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2022.

Based on Triumph Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.