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

HBW 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 		$1.62M Sell
45,914
-1,792
-4% -$64.2K 0.17% 135
2025
Q4 		$1.71M Buy
47,706
+4,958
+12% +$175K 0.19% 120
2025
Q3 		$1.49M Sell
42,748
-64
-0.1% -$2.18K 0.17% 135
2025
Q2 		$1.42M Buy
42,812
+4,432
+12% +$137K 0.18% 133
2025
Q1 		$1.15M Buy
38,380
+168
+0.4% +$5.27K 0.16% 127
2024
Q4 		$1.2M Buy
38,212
+903
+2% +$28.1K 0.12% 120
2024
Q3 		$1.13M Buy
37,309
+4,693
+14% +$139K 0.17% 129
2024
Q2 		$964K Buy
+32,616
New +$935K 0.16% 140

Other funds holding BUFQ

LPL Financial
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
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