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TS Financial Group (TSFG)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

TS Financial Group (TSFG)’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,546
Closed -$82K – 780
2024
Q2 		$82K Buy
+3,546
New +$80.2K 0.02% 216

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

TS Financial Group (TSFG)'s BUFG Position: Q3 2024 in Review

TS Financial Group (TSFG) sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2024, closing a stake of 3,546 shares — an estimated $82K sold.

TS Financial Group (TSFG) first reported a position in BUFG in Q2 2024 and held it in 1 quarter. The position peaked at $82K in Q2 2024. 83 funds tracked by Wall St. Rank hold BUFG as of Q3 2024.

  • TS Financial Group (TSFG) reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 3,546 FT Vest Buffered Allocation Growth ETF shares in Q3 2024, an estimated $82K.
  • TS Financial Group (TSFG) first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2024 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s FT Vest Buffered Allocation Growth ETF position peaked at $82K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2024, filed 15 Oct 2024.