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

Visionary 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
2023
Q4 		– Sell
-13,413
Closed -$328K – 475
2023
Q3 		$328K Buy
+13,413
New +$337K 0.03% 354

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Visionary Wealth Advisors's BUFR Position: Q4 2023 in Review

Visionary Wealth Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2023, closing a stake of 13,413 shares — an estimated $328K sold.

Visionary Wealth Advisors first reported a position in BUFR in Q3 2023 and held it in 1 quarter. The position peaked at $328K in Q3 2023. 265 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

  • Visionary Wealth Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 13,413 FT Vest Fund of Buffer ETFs shares in Q4 2023, an estimated $328K.
  • Visionary Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and held it in 1 quarter.
  • Visionary Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $328K in Q3 2023.
  • 265 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on Visionary Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.