BFA
BUFQ icon

Beacon Financial Advisory’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Beacon Financial Advisory’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
2024
Q1 		– Sell
-8,724
Closed -$236K – 248
2023
Q4 		$236K Buy
+8,724
New +$227K 0.11% 219

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beacon Financial Advisory's BUFQ Position: Q1 2024 in Review

Beacon Financial Advisory sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2024, closing a stake of 8,724 shares — an estimated $236K sold.

Beacon Financial Advisory first reported a position in BUFQ in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 87 funds tracked by Wall St. Rank hold BUFQ as of Q1 2024.

  • Beacon Financial Advisory reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,724 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2024, an estimated $236K.
  • Beacon Financial Advisory first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and held it in 1 quarter.
  • Beacon Financial Advisory's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $236K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.