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PCG Wealth Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

PCG Wealth Advisors’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 		$871K Sell
24,668
-727
-3% -$26K 0.22% 95
2025
Q4 		$910K Sell
25,395
-366
-1% -$12.9K 0.26% 84
2025
Q3 		$898K Buy
+25,761
New +$876K 0.26% 84
2025
Q2 		– Sell
-23,818
Closed -$711K – 102
2025
Q1 		$711K Buy
23,818
+1,043
+5% +$32.7K 0.25% 78
2024
Q4 		$716K Buy
22,775
+2,310
+11% +$71.8K 0.26% 76
2024
Q3 		$621K Buy
20,465
+714
+4% +$21.1K 0.24% 75
2024
Q2 		$584K Buy
+19,751
New +$566K 0.25% 71
2024
Q1 		– Sell
-141,815
Closed -$3.83M – 114
2023
Q4 		$3.83M Buy
+141,815
New +$3.69M 2.14% 14

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return