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

Axxcess 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 		$565K Hold
15,992
– – 0.02% 292
2025
Q4 		$573K Sell
15,992
-1,716
-10% -$60.6K 0.01% 660
2025
Q3 		$617K Sell
17,708
-4,938
-22% -$168K 0.01% 570
2025
Q2 		$752K Hold
22,646
– – 0.02% 499
2025
Q1 		$676K Hold
22,646
– – 0.02% 483
2024
Q4 		$712K Buy
22,646
+1,588
+8% +$49.3K 0.02% 476
2024
Q3 		$639K Hold
21,058
– – 0.02% 496
2024
Q2 		$622K Buy
21,058
+272
+1% +$7.8K 0.02% 478
2024
Q1 		$589K Buy
20,786
+815
+4% +$22.6K 0.02% 500
2023
Q4 		$539K Buy
+19,971
New +$519K 0.02% 496

Other funds holding BUFQ

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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