Creekmur Asset Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Creekmur Asset Management’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 Q3	$43.7M	Buy	1,253,566 +67,768	+6%	+$2.3M	7.24%	3
2025 Q2	$39.4M	Buy	1,185,798 +40,477	+4%	+$1.25M	6.96%	3
2025 Q1	$34.2M	Buy	1,145,321 +10,706	+0.9%	+$336K	7.17%	4
2024 Q4	$35.7M	Buy	1,134,615 +35,955	+3%	+$1.12M	8.17%	3
2024 Q3	$33.3M	Buy	1,098,660 +77,960	+8%	+$2.31M	7.83%	4
2024 Q2	$30.2M	Buy	1,020,700 +375,364	+58%	+$10.8M	7.78%	3
2024 Q1	$18.3M	Sell	645,336 -117,878	-15%	-$3.27M	6.26%	4
2023 Q4	$20.6M	Buy	+763,214	New	+$19.8M	6.41%	5

Other funds holding BUFQ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Creekmur Asset Management's BUFQ Position: Q3 2025 in Review

Creekmur Asset Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5.7% in Q3 2025, buying an estimated $2.3M and bringing the position to 1,253,566 shares worth $43.7M. The position accounts for 7.24% of the portfolio, ranked #3.

Creekmur Asset Management first reported a position in BUFQ in Q4 2023 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold BUFQ as of Q3 2025.

Creekmur Asset Management held 1,253,566 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $43.7M as of Q3 2025.
Creekmur Asset Management bought 67,768 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2025, an estimated $2.3M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 7.24% of Creekmur Asset Management's portfolio in Q3 2025, its #3 holding.
Creekmur Asset Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 8 quarters since.
143 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.