Envestnet Portfolio Solutions’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Envestnet Portfolio Solutions’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 Q2	–	Sell	-9,844	Closed	-$294K	–	1531
2025 Q1	$294K	Sell	9,844 -51,062	-84%	-$1.6M	﹤0.01%	1297
2024 Q4	$1.91M	Buy	60,906 +6,103	+11%	+$190K	0.01%	676
2024 Q3	$1.66M	Buy	54,803 +16,402	+43%	+$486K	0.01%	726
2024 Q2	$1.14M	Buy	38,401 +17,970	+88%	+$515K	﹤0.01%	820
2024 Q1	$579K	Buy	20,431 +8,763	+75%	+$243K	﹤0.01%	1055
2023 Q4	$315K	Buy	+11,668	New	+$303K	﹤0.01%	1272

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

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions's BUFQ Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2025, closing a stake of 9,844 shares — an estimated $294K sold.

Envestnet Portfolio Solutions first reported a position in BUFQ in Q4 2023 and held it in 6 quarters. The position peaked at $1.91M in Q4 2024. 138 funds tracked by Wall St. Rank hold BUFQ as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 9,844 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2025, an estimated $294K.
Envestnet Portfolio Solutions first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $1.91M in Q4 2024.
138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.