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

Ergawealth Advisors’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	$3.24M	Sell	91,620 -3,207	-3%	-$115K	1.43%	12
2025 Q4	$3.4M	Sell	94,827 -129,496	-58%	-$4.57M	1.56%	12
2025 Q3	$7.82M	Sell	224,323 -13,403	-6%	-$456K	3.64%	9
2025 Q2	$7.89M	Sell	237,726 -14,827	-6%	-$459K	3.55%	12
2025 Q1	$7.54M	Buy	252,553 +31,419	+14%	+$986K	3.74%	11
2024 Q4	$6.95M	Buy	221,134 +33,682	+18%	+$1.05M	3.43%	12
2024 Q3	$5.69M	Buy	187,452 +44,649	+31%	+$1.32M	2.82%	12
2024 Q2	$4.22M	Buy	142,803 +117,630	+467%	+$3.37M	2.3%	14
2024 Q1	$713K	Buy	+25,173	New	+$698K	0.39%	25

Other funds holding BUFQ

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 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

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 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