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Western Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Western Wealth 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
2022
Q4 		– Sell
-11,532
Closed -$214K – 628
2022
Q3 		$214K Buy
11,532
+234
+2% +$4.39K 0.01% 729
2022
Q2 		$211K Sell
11,298
-123
-1% -$2.36K 0.01% 725
2022
Q1 		$229K Buy
+11,421
New +$227K 0.01% 755

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FA
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GEA
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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Western Wealth Management's BUFT Position: Q4 2022 in Review

Western Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q4 2022, closing a stake of 11,532 shares — an estimated $214K sold.

Western Wealth Management first reported a position in BUFT in Q1 2022 and held it in 3 quarters. The position peaked at $229K in Q1 2022. 49 funds tracked by Wall St. Rank hold BUFT as of Q4 2022.

  • Western Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 11,532 FT Vest Buffered Allocation Defensive ETF shares in Q4 2022, an estimated $214K.
  • Western Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 3 quarters.
  • Western Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $229K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.