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VitalStone Financial’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

VitalStone Financial’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$531K Buy
21,196
+2,057
+11% +$50.5K 0.36% 58
2024
Q2 		$465K Buy
19,139
+1,353
+8% +$32.2K 0.34% 59
2024
Q1 		$420K Buy
+17,786
New +$412K 0.32% 54

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

VitalStone Financial's BUFD Position: Q3 2024 in Review

VitalStone Financial increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 11% in Q3 2024, buying an estimated $50.5K and bringing the position to 21,196 shares worth $531K. The position accounts for 0.36% of the portfolio, ranked #58.

VitalStone Financial first reported a position in BUFD in Q1 2024 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold BUFD as of Q3 2024.

  • VitalStone Financial held 21,196 shares of FT Vest Fund of Deep Buffer ETFs worth $531K as of Q3 2024.
  • VitalStone Financial bought 2,057 FT Vest Fund of Deep Buffer ETFs shares in Q3 2024, an estimated $50.5K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.36% of VitalStone Financial's portfolio in Q3 2024, its #58 holding.
  • VitalStone Financial first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2024 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.