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BUFQ icon

Covestor’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Covestor’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
Q1 		– Sell
-374
Closed -$10K – 2253
2023
Q4 		$10K Buy
374
+119
+47% +$3.09K 0.01% 1540
2023
Q3 		$6K Buy
255
+57
+29% +$1.44K ﹤0.01% 1664
2023
Q2 		$5K Buy
+198
New +$4.71K ﹤0.01% 1697

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Covestor's BUFQ Position: Q1 2024 in Review

Covestor sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2024, closing a stake of 374 shares — an estimated $10K sold.

Covestor first reported a position in BUFQ in Q2 2023 and held it in 3 quarters. The position peaked at $10K in Q4 2023. 87 funds tracked by Wall St. Rank hold BUFQ as of Q1 2024.

  • Covestor reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Covestor sold 374 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2024, an estimated $10K.
  • Covestor first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and held it in 3 quarters.
  • Covestor's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $10K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2024.

Based on Covestor's 13F filing for Q1 2024, filed 10 May 2024.