AWM
BUFQ icon

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 $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return