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Cary Street Partners Investment Advisory’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Cary Street Partners Investment 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
Q4 		– Sell
-16,494
Closed -$501K – 533
2024
Q3 		$501K Hold
16,494
– – 0.02% 498
2024
Q2 		$488K Buy
16,494
+290
+2% +$8.31K 0.02% 476
2024
Q1 		$459K Buy
+16,204
New +$449K 0.02% 472

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cary Street Partners Investment Advisory's BUFQ Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q4 2024, closing a stake of 16,494 shares — an estimated $501K sold.

Cary Street Partners Investment Advisory first reported a position in BUFQ in Q1 2024 and held it in 3 quarters. The position peaked at $501K in Q3 2024. 138 funds tracked by Wall St. Rank hold BUFQ as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 16,494 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2024, an estimated $501K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $501K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.