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O'Donnell Financial Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

O'Donnell Financial Services’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 		$584K Sell
16,543
-201
-1% -$7.2K 0.2% 41
2025
Q4 		$600K Buy
16,744
+39
+0.2% +$1.38K 0.21% 37
2025
Q3 		$582K Buy
16,705
+1,967
+13% +$66.9K 0.21% 38
2025
Q2 		$489K Sell
14,738
-669
-4% -$20.7K 0.19% 34
2025
Q1 		$460K Buy
+15,407
New +$483K 0.19% 35

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

O'Donnell Financial Services's BUFQ Position: Q1 2026 in Review

O'Donnell Financial Services reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 1.2% in Q1 2026, selling an estimated $7.2K and leaving 16,543 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #41.

O'Donnell Financial Services first reported a position in BUFQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $600K in Q4 2025. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

  • O'Donnell Financial Services held 16,543 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $584K as of Q1 2026.
  • O'Donnell Financial Services sold 201 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $7.2K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.2% of O'Donnell Financial Services's portfolio in Q1 2026, its #41 holding.
  • O'Donnell Financial Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
  • O'Donnell Financial Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $600K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.