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Concurrent Investment Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Concurrent Investment Advisors’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
2026
Q2 		$204K Buy
+5,197
New +$199K ﹤0.01% 1934

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's BUFQ Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026: 5,197 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings.

185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Concurrent Investment Advisors held 5,197 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $204K as of Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Concurrent Investment Advisors position in Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1934 holding.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.