VWA
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V Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

V Wealth Advisors’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
Q4 		– Sell
-23,034
Closed -$480K – 366
2022
Q3 		$480K Buy
23,034
+12,830
+126% +$285K 0.1% 206
2022
Q2 		$219K Buy
+10,204
New +$228K 0.04% 371

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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

V Wealth Advisors's BUFR Position: Q4 2022 in Review

V Wealth Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2022, closing a stake of 23,034 shares — an estimated $480K sold.

V Wealth Advisors first reported a position in BUFR in Q2 2022 and held it in 2 quarters. The position peaked at $480K in Q3 2022. 133 funds tracked by Wall St. Rank hold BUFR as of Q4 2022.

  • V Wealth Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 23,034 FT Vest Fund of Buffer ETFs shares in Q4 2022, an estimated $480K.
  • V Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $480K in Q3 2022.
  • 133 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.