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

Kingsview 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
2026
Q1 		$563K Buy
15,944
+359
+2% +$12.9K 0.01% 863
2025
Q4 		$559K Sell
15,585
-426
-3% -$15K 0.01% 809
2025
Q3 		$558K Sell
16,011
-52,577
-77% -$1.79M 0.01% 769
2025
Q2 		$2.28M Buy
68,588
+49,981
+269% +$1.55M 0.04% 416
2025
Q1 		$556K Sell
18,607
-2,516
-12% -$79K 0.01% 691
2024
Q4 		$664K Sell
21,123
-8,821
-29% -$274K 0.01% 661
2024
Q3 		$909K Sell
29,944
-440
-1% -$13K 0.02% 557
2024
Q2 		$898K Buy
30,384
+5,267
+21% +$151K 0.02% 540
2024
Q1 		$712K Buy
25,117
+7,722
+44% +$214K 0.02% 587
2023
Q4 		$470K Buy
+17,395
New +$452K 0.01% 646

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