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Concourse Financial Group Securities’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Concourse Financial Group Securities’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
-3,854
Closed -$124K – 275
2024
Q4 		$124K Hold
3,854
– – 0.01% 879
2024
Q3 		$117K Hold
3,854
– – 0.01% 895
2024
Q2 		$114K Hold
3,854
– – 0.01% 885
2024
Q1 		$109K Buy
3,854
+202
+6% +$5.6K 0.01% 885
2023
Q4 		$98.6K Buy
+3,652
New +$94.9K 0.01% 903

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 $79.5B AUM 27.1% 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

Concourse Financial Group Securities's BUFQ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2025, closing a stake of 3,854 shares — an estimated $124K sold.

Concourse Financial Group Securities first reported a position in BUFQ in Q4 2023 and held it in 5 quarters. The position peaked at $124K in Q4 2024. 135 funds tracked by Wall St. Rank hold BUFQ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,854 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2025, an estimated $124K.
  • Concourse Financial Group Securities first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $124K 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 Concourse Financial Group Securities's 13F filing for Q1 2025.