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Triumph Capital Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Triumph Capital 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
-14,562
Closed -$269K – 198
2022
Q4 		$269K Buy
14,562
+35
+0.2% +$649 0.14% 159
2022
Q3 		$263K Sell
14,527
-3,875
-21% -$72.7K 0.14% 148
2022
Q2 		$341K Buy
18,402
+1,275
+7% +$24.5K 0.18% 126
2022
Q1 		$344K Buy
+17,127
New +$340K 0.15% 141

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GEA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Synovus Financial
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 $686M AUM 24.18% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Triumph Capital Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2023, closing a stake of 14,562 shares — an estimated $269K sold.

Triumph Capital Management first reported a position in BUFT in Q1 2022 and held it in 4 quarters. The position peaked at $344K in Q1 2022. 47 funds tracked by Wall St. Rank hold BUFT as of Q1 2023.

  • Triumph Capital Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2023 after selling out during the quarter.
  • Triumph Capital Management sold 14,562 FT Vest Buffered Allocation Defensive ETF shares in Q1 2023, an estimated $269K.
  • Triumph Capital Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 4 quarters.
  • Triumph Capital Management's FT Vest Buffered Allocation Defensive ETF position peaked at $344K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2023.

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