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Ipsen Advisor Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Ipsen Advisor Group’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 		$1.69M Buy
47,788
+11,935
+33% +$427K 1.18% 22
2025
Q4 		$1.28M Buy
+35,853
New +$1.27M 0.91% 30

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ipsen Advisor Group's BUFQ Position: Q1 2026 in Review

Ipsen Advisor Group increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 33% in Q1 2026, buying an estimated $427K and bringing the position to 47,788 shares worth $1.69M. The position accounts for 1.18% of the portfolio, ranked #22.

Ipsen Advisor Group first reported a position in BUFQ in Q4 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

  • Ipsen Advisor Group held 47,788 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.69M as of Q1 2026.
  • Ipsen Advisor Group bought 11,935 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $427K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.18% of Ipsen Advisor Group's portfolio in Q1 2026, its #22 holding.
  • Ipsen Advisor Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2025 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.