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

Bernard 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
2025
Q1 		– Sell
-425
Closed -$13.4K – 393
2024
Q4 		$13.4K Buy
+425
New +$13.2K 0.01% 203

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bernard Wealth Management's BUFQ Position: Q1 2025 in Review

Bernard Wealth Management sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2025, closing a stake of 425 shares — an estimated $13.4K sold.

Bernard Wealth Management first reported a position in BUFQ in Q4 2024 and held it in 1 quarter. The position peaked at $13.4K in Q4 2024. 135 funds tracked by Wall St. Rank hold BUFQ as of Q1 2025.

  • Bernard Wealth Management reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 425 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2025, an estimated $13.4K.
  • Bernard Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and held it in 1 quarter.
  • Bernard Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $13.4K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.