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Fischer Investment Strategies’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Fischer Investment Strategies’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
2024
Q3 		– Sell
-370,984
Closed -$11M – 32
2024
Q2 		$11M Sell
370,984
-149,197
-29% -$4.28M 10.69% 4
2024
Q1 		$14.7M Buy
+520,181
New +$14.4M 12.89% 2

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Fischer Investment Strategies's BUFQ Position: Q3 2024 in Review

Fischer Investment Strategies sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2024, closing a stake of 370,984 shares — an estimated $11M sold.

Fischer Investment Strategies first reported a position in BUFQ in Q1 2024 and held it in 2 quarters. The position peaked at $14.7M in Q1 2024. 111 funds tracked by Wall St. Rank hold BUFQ as of Q3 2024.

  • Fischer Investment Strategies reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q3 2024 after selling out during the quarter.
  • Fischer Investment Strategies sold 370,984 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2024, an estimated $11M.
  • Fischer Investment Strategies first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and held it in 2 quarters.
  • Fischer Investment Strategies's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $14.7M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2024.

Based on Fischer Investment Strategies's 13F filing for Q3 2024, filed 24 Oct 2024.