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Funds Holding BUFZ

On this page, we present all of the funds holding BUFZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BUFZ, with a link to that fund's top holdings. The next columns indicate the amount of BUFZ stock held by each of the funds holding BUFZ, followed by the BUFZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 8 funds holding BUFZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Kestra Advisory Services LLC. For more details on the positions held by Kestra Advisory Services LLC (or by any of the other funds holding BUFZ), click the fund name in the "Holder" column of the funds-holding-BUFZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Kestra Advisory Services LLC310,537$6,655 12/31/2023
     BUFZ310,537$6,655 12/31/2023
Commonwealth Equity Services LLC268,885$5,983 03/31/2024
     BUFZ268,885$5,983 03/31/2024
Advisor Group Holdings Inc.236,745$5,073 12/31/2023
     BUFZ236,745$5,073 12/31/2023
Ergawealth Advisors Inc.28,566$636 03/31/2024
     BUFZ28,566$636 03/31/2024
Brookstone Capital Management11,843$264 03/31/2024
     BUFZ11,843$264 03/31/2024
J.W. Cole Advisors Inc.9,525$212 03/31/2024
     BUFZ9,525$212 03/31/2024
Capital Investment Advisory Services LLC7,552$168 03/31/2024
     BUFZ7,552$168 03/31/2024
Assetmark Inc.667$14 12/31/2023
     BUFZ667$14 12/31/2023
Proequities Inc.0$0 03/31/2024
     BUFZ0$0 03/31/2024

See Summary: Institutional Holders of BUFZ
See Details: Top 10 Hedge Funds Holding BUFZ

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