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

Coldstream Capital 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
Q2 		– Sell
-157
Closed -$4.69K – 1444
2025
Q1 		$4.69K Buy
+157
New +$4.93K ﹤0.01% 2733

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coldstream Capital Management's BUFQ Position: Q2 2025 in Review

Coldstream Capital Management sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2025, closing a stake of 157 shares — an estimated $4.69K sold.

Coldstream Capital Management first reported a position in BUFQ in Q1 2025 and held it in 1 quarter. The position peaked at $4.69K in Q1 2025. 138 funds tracked by Wall St. Rank hold BUFQ as of Q2 2025.

  • Coldstream Capital Management reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 157 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2025, an estimated $4.69K.
  • Coldstream Capital Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $4.69K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.