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Orion Portfolio Solutions’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.4M Buy
46,940
+6,896
+17% +$216K 0.01% 899
2024
Q4 		$1.26M Buy
40,044
+11,313
+39% +$351K 0.01% 923
2024
Q3 		$872K Buy
28,731
+4,880
+20% +$145K 0.01% 1116
2024
Q2 		$705K Buy
23,851
+3,484
+17% +$99.9K 0.01% 1148
2024
Q1 		$577K Buy
20,367
+11,820
+138% +$328K 0.01% 1206
2023
Q4 		$230K Buy
+8,547
New +$222K ﹤0.01% 1517

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Orion Portfolio Solutions's BUFQ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 17% in Q1 2025, buying an estimated $216K and bringing the position to 46,940 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #899.

Orion Portfolio Solutions first reported a position in BUFQ in Q4 2023 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold BUFQ as of Q1 2025.

  • Orion Portfolio Solutions held 46,940 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.4M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,896 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2025, an estimated $216K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #899 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.