Capital Investment Advisory Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Capital Investment Advisory Services’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	-33	Closed	-$1.1K	–	1095
2025 Q2	$1.1K	Sell	33 -25	-43%	-$775	﹤0.01%	1040
2025 Q1	$1.73K	Sell	58 -775	-93%	-$24.3K	﹤0.01%	967
2024 Q4	$26.2K	Sell	833 -48,385	-98%	-$1.5M	﹤0.01%	733
2024 Q3	$1.49M	Buy	49,218 +25,677	+109%	+$761K	0.14%	151
2024 Q2	$696K	Buy	23,541 +9,175	+64%	+$263K	0.07%	234
2024 Q1	$407K	Buy	14,366 +7,774	+118%	+$215K	0.04%	341
2023 Q4	$178K	Buy	+6,592	New	+$171K	0.02%	506

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisory Services's BUFQ Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2025, closing a stake of 33 shares — an estimated $1.1K sold.

Capital Investment Advisory Services first reported a position in BUFQ in Q4 2023 and held it in 7 quarters. The position peaked at $1.49M in Q3 2024. 143 funds tracked by Wall St. Rank hold BUFQ as of Q3 2025.

Capital Investment Advisory Services reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q3 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 33 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2025, an estimated $1.1K.
Capital Investment Advisory Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and held it in 7 quarters.
Capital Investment Advisory Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $1.49M in Q3 2024.
143 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.