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Kraft Davis & Associates’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Kraft Davis & Associates’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
Q1 		– Sell
-27,158
Closed -$747K – 135
2023
Q4 		$747K Buy
27,158
+780
+3% +$20.3K 0.22% 57
2023
Q3 		$659K Sell
26,378
-94
-0.4% -$2.38K 0.25% 53
2023
Q2 		$668K Buy
+26,472
New +$629K 0.23% 58

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kraft Davis & Associates's BUFQ Position: Q1 2024 in Review

Kraft Davis & Associates sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2024, closing a stake of 27,158 shares — an estimated $747K sold.

Kraft Davis & Associates first reported a position in BUFQ in Q2 2023 and held it in 3 quarters. The position peaked at $747K in Q4 2023. 87 funds tracked by Wall St. Rank hold BUFQ as of Q1 2024.

  • Kraft Davis & Associates reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 27,158 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2024, an estimated $747K.
  • Kraft Davis & Associates first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and held it in 3 quarters.
  • Kraft Davis & Associates's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $747K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2024.

Based on Kraft Davis & Associates's 13F filing for Q1 2024, filed 15 May 2024.