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ICA Group Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-1,300
Closed -$36.8K – 850
2024
Q1 		$36.8K Buy
+1,300
New +$36K 0.01% 625

Other funds holding BUFQ

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KAS
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ICA Group Wealth Management's BUFQ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2024, closing a stake of 1,300 shares — an estimated $36.8K sold.

ICA Group Wealth Management first reported a position in BUFQ in Q1 2024 and held it in 1 quarter. The position peaked at $36.8K in Q1 2024. 97 funds tracked by Wall St. Rank hold BUFQ as of Q2 2024.

  • ICA Group Wealth Management reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,300 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2024, an estimated $36.8K.
  • ICA Group Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and held it in 1 quarter.
  • ICA Group Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $36.8K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.