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

CreativeOne Wealth’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 Q1	$839K	Buy	23,760 +705	+3%	+$25.2K	0.02%	642
2025 Q4	$826K	Buy	23,055 +2,478	+12%	+$87.5K	0.02%	625
2025 Q3	$717K	Sell	20,577 -3,252	-14%	-$111K	0.02%	660
2025 Q2	$791K	Buy	23,829 +4,556	+24%	+$141K	0.02%	606
2025 Q1	$575K	Sell	19,273 -3,995	-17%	-$125K	0.02%	645
2024 Q4	$731K	Buy	23,268 +1,036	+5%	+$32.2K	0.02%	581
2024 Q3	$675K	Sell	22,232 -9,664	-30%	-$286K	0.02%	535
2024 Q2	$943K	Buy	31,896 +2,108	+7%	+$60.4K	0.05%	339
2024 Q1	$844K	Sell	29,788 -173,052	-85%	-$4.8M	0.03%	421
2023 Q4	$5.48M	Buy	202,840 +118,850	+142%	+$3.09M	0.35%	66
2023 Q3	$2.11M	Buy	+83,990	New	+$2.12M	0.15%	133

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CreativeOne Wealth's BUFQ Position: Q1 2026 in Review

CreativeOne Wealth increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 3.1% in Q1 2026, buying an estimated $25.2K and bringing the position to 23,760 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #642.

CreativeOne Wealth first reported a position in BUFQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.48M in Q4 2023. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

CreativeOne Wealth held 23,760 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $839K as of Q1 2026.
CreativeOne Wealth bought 705 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $25.2K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #642 holding.
CreativeOne Wealth first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 11 quarters since.
CreativeOne Wealth's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $5.48M in Q4 2023.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.