DAS
BUFQ icon

Diversify Advisory Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Diversify Advisory Services’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 		– Sell
-8,499
Closed -$306K – 296
2025
Q4 		$306K Sell
8,499
-1,811
-18% -$63.9K 0.01% 754
2025
Q3 		$366K Sell
10,310
-2
-0% -$68 0.01% 659
2025
Q2 		$353K Sell
10,312
-4
-0% -$124 0.01% 642
2025
Q1 		$311K Hold
10,316
– – 0.02% 485
2024
Q4 		$322K Sell
10,316
-835
-7% -$25.9K 0.02% 463
2024
Q3 		$343K Buy
11,151
+859
+8% +$25.4K 0.02% 470
2024
Q2 		$309K Buy
+10,292
New +$295K 0.02% 497

Other funds holding BUFQ

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return