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AE Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

AE Wealth Management’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,843
Closed -$102K – 2604
2025
Q4 		$102K Hold
2,843
– – ﹤0.01% 1696
2025
Q3 		$99K Buy
2,843
+667
+31% +$22.7K ﹤0.01% 1574
2025
Q2 		$72.2K Sell
2,176
-164
-7% -$5.08K ﹤0.01% 1552
2025
Q1 		$69.9K Buy
+2,340
New +$73.4K ﹤0.01% 1526
2024
Q1 		– Sell
-959,759
Closed -$26.5M – 1261
2023
Q4 		$26.5M Buy
959,759
+301,637
+46% +$7.84M 0.14% 168
2023
Q3 		$16.6M Buy
658,122
+106,154
+19% +$2.68M 0.1% 222
2023
Q2 		$13.8M Sell
551,968
-17,160
-3% -$408K 0.08% 290
2023
Q1 		$13.1M Buy
569,128
+29,956
+6% +$647K 0.08% 284
2022
Q4 		$10.7M Buy
539,172
+44,295
+9% +$903K 0.08% 303
2022
Q3 		$9.79M Buy
+494,877
New +$10.6M 0.08% 275

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's BUFQ Position: Q1 2026 in Review

AE Wealth Management sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2026, closing a stake of 2,843 shares — an estimated $102K sold.

AE Wealth Management first reported a position in BUFQ in Q3 2022 and held it in 10 quarters. The position peaked at $26.5M in Q4 2023. 169 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

  • AE Wealth Management reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,843 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $102K.
  • AE Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2022 and held it in 10 quarters.
  • AE Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $26.5M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.