AssetMark Inc
BUFQ icon

AssetMark Inc’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

AssetMark Inc’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
Q2 		$142K Buy
3,619
+2,627
+265% +$101K ﹤0.01% 1537
2026
Q1 		$35K Hold
992
– – ﹤0.01% 1867
2025
Q4 		$35.6K Hold
992
– – ﹤0.01% 1828
2025
Q3 		$34.6K Buy
992
+199
+25% +$6.77K ﹤0.01% 1767
2025
Q2 		$26.3K Buy
+793
New +$24.6K ﹤0.01% 1737

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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's BUFQ Position: Q2 2026 in Review

AssetMark Inc increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 265% in Q2 2026, buying an estimated $101K and bringing the position to 3,619 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

AssetMark Inc first reported a position in BUFQ in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • AssetMark Inc held 3,619 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $142K as of Q2 2026.
  • AssetMark Inc bought 2,627 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $101K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1537 holding.
  • AssetMark Inc first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.