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Northeast Planning Associates NH’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Northeast Planning Associates NH’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
2025
Q4 		– Sell
-88,474
Closed -$3.08M – 55
2025
Q3 		$3.08M Buy
88,474
+22,983
+35% +$782K 2.61% 9
2025
Q2 		$2.17M Buy
65,491
+775
+1% +$24K 2% 16
2025
Q1 		$1.93M Buy
+64,716
New +$2.03M 1.6% 19

Other funds holding BUFQ

LPL Financial
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Northeast Planning Associates NH's BUFQ Position: Q4 2025 in Review

Northeast Planning Associates NH sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q4 2025, closing a stake of 88,474 shares — an estimated $3.08M sold.

Northeast Planning Associates NH first reported a position in BUFQ in Q1 2025 and held it in 3 quarters. The position peaked at $3.08M in Q3 2025. 160 funds tracked by Wall St. Rank hold BUFQ as of Q4 2025.

  • Northeast Planning Associates NH reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 88,474 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2025, an estimated $3.08M.
  • Northeast Planning Associates NH first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and held it in 3 quarters.
  • Northeast Planning Associates NH's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $3.08M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2025.

Based on Northeast Planning Associates NH's 13F filing for Q4 2025, filed 4 Feb 2026.