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

Copley Financial Group’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
-260
Closed -$8.17K – 102
2024
Q4 		$8.17K Sell
260
-1,685
-87% -$52.3K 0.01% 100
2024
Q3 		$59K Buy
+1,945
New +$57.6K 0.05% 107

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 $71.6B AUM 21.08% 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

Copley Financial Group's BUFQ Position: Q1 2025 in Review

Copley Financial Group sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2025, closing a stake of 260 shares — an estimated $8.17K sold.

Copley Financial Group first reported a position in BUFQ in Q3 2024 and held it in 2 quarters. The position peaked at $59K in Q3 2024. 135 funds tracked by Wall St. Rank hold BUFQ as of Q1 2025.

  • Copley Financial Group reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Copley Financial Group sold 260 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2025, an estimated $8.17K.
  • Copley Financial Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2024 and held it in 2 quarters.
  • Copley Financial Group's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $59K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2025.

Based on Copley Financial Group's 13F filing for Q1 2025, filed 27 Jun 2025.