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B. Riley Wealth Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

B. Riley Wealth Advisors’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
2025
Q3 		– Sell
-29,547
Closed -$981K – 1088
2025
Q2 		$981K Buy
+29,547
New +$916K 0.05% 362
2024
Q4 		$706K Buy
22,448
+5,274
+31% +$164K 0.02% 568
2024
Q3 		$519K Sell
17,174
-8,153
-32% -$242K 0.01% 732
2024
Q2 		$749K Buy
25,327
+5,057
+25% +$145K 0.02% 644
2024
Q1 		$510K Buy
20,270
+788
+4% +$21.8K 0.01% 782
2023
Q4 		$526K Sell
19,482
-788
-4% -$20.5K 0.01% 781
2023
Q3 		$510K Buy
+20,270
New +$512K 0.01% 782

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

B. Riley Wealth Advisors's BUFQ Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2025, closing a stake of 29,547 shares — an estimated $981K sold.

B. Riley Wealth Advisors first reported a position in BUFQ in Q3 2023 and held it in 7 quarters. The position peaked at $981K in Q2 2025. 143 funds tracked by Wall St. Rank hold BUFQ as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29,547 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2025, an estimated $981K.
  • B. Riley Wealth Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and held it in 7 quarters.
  • B. Riley Wealth Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $981K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.