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WR Wealth Planners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

WR Wealth Planners’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
-20,972
Closed -$437K – 507
2022
Q3 		$437K Sell
20,972
-2,367
-10% -$52.6K 0.31% 56
2022
Q2 		$501K Buy
23,339
+4,494
+24% +$101K 0.33% 52
2022
Q1 		$448K Buy
+18,845
New +$441K 0.27% 64

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

WR Wealth Planners's BUFR Position: Q4 2022 in Review

WR Wealth Planners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2022, closing a stake of 20,972 shares — an estimated $437K sold.

WR Wealth Planners first reported a position in BUFR in Q1 2022 and held it in 3 quarters. The position peaked at $501K in Q2 2022. 133 funds tracked by Wall St. Rank hold BUFR as of Q4 2022.

  • WR Wealth Planners reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 20,972 FT Vest Fund of Buffer ETFs shares in Q4 2022, an estimated $437K.
  • WR Wealth Planners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's FT Vest Fund of Buffer ETFs position peaked at $501K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.