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Householder Group Estate & Retirement Specialist’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
16
-28,089
-100% -$873K ﹤0.01% 628
2024
Q3 		$852K Buy
28,105
+7,408
+36% +$219K 0.25% 90
2024
Q2 		$611K Sell
20,697
-591
-3% -$16.9K 0.17% 116
2024
Q1 		$603K Sell
21,288
-3,590
-14% -$99.5K 0.18% 113
2023
Q4 		$671K Buy
24,878
+19,270
+344% +$501K 0.22% 92
2023
Q3 		$141K Buy
+5,608
New +$142K 0.05% 260

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BUFQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 100% in Q4 2024, selling an estimated $873K and leaving 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Householder Group Estate & Retirement Specialist first reported a position in BUFQ in Q3 2023 and has held it in 6 quarters since. The position peaked at $852K in Q3 2024. 138 funds tracked by Wall St. Rank hold BUFQ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 16 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 28,089 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2024, an estimated $873K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #628 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $852K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.