LPL Financial
BUFQ icon

LPL Financial’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

LPL Financial’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 		$301M Buy
8,522,485
+978,401
+13% +$35M 0.08% 251
2025
Q4 		$270M Sell
7,544,084
-306,706
-4% -$10.8M 0.07% 253
2025
Q3 		$274M Sell
7,850,790
-515,663
-6% -$17.5M 0.08% 231
2025
Q2 		$278M Buy
8,366,453
+501,417
+6% +$15.5M 0.09% 206
2025
Q1 		$235M Buy
7,865,036
+782,157
+11% +$24.5M 0.09% 215
2024
Q4 		$223M Buy
7,082,879
+450,139
+7% +$14M 0.09% 195
2024
Q3 		$201M Buy
6,632,740
+1,044,334
+19% +$30.9M 0.09% 198
2024
Q2 		$165M Buy
5,588,406
+747,168
+15% +$21.4M 0.08% 216
2024
Q1 		$137M Buy
4,841,238
+1,710,015
+55% +$47.4M 0.07% 239
2023
Q4 		$84.5M Buy
3,131,223
+1,119,102
+56% +$29.1M 0.05% 330
2023
Q3 		$50.6M Buy
2,012,121
+1,424,622
+242% +$36M 0.04% 452
2023
Q2 		$14.7M Buy
+587,499
New +$14M 0.01% 928

Other funds holding BUFQ

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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

LPL Financial's BUFQ Position: Q1 2026 in Review

LPL Financial increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 13% in Q1 2026, buying an estimated $35M and bringing the position to 8,522,485 shares worth $301M. The position accounts for 0.08% of the portfolio, ranked #251.

LPL Financial first reported a position in BUFQ in Q2 2023 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

  • LPL Financial held 8,522,485 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $301M as of Q1 2026.
  • LPL Financial bought 978,401 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $35M.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.08% of LPL Financial's portfolio in Q1 2026, its #251 holding.
  • LPL Financial first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and has held it in 12 quarters since.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.