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Principal Securities’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Principal Securities’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 		$1.02M Buy
28,823
+5,285
+22% +$189K 0.01% 725
2025
Q4 		$844K Buy
23,538
+9,966
+73% +$352K 0.01% 755
2025
Q3 		$473K Buy
13,572
+3,565
+36% +$121K 0.01% 930
2025
Q2 		$332K Buy
10,007
+7,385
+282% +$229K 0.01% 1027
2025
Q1 		$82.4K Hold
2,622
– – ﹤0.01% 1526
2024
Q4 		$82.4K Buy
2,622
+1,582
+152% +$49.1K ﹤0.01% 1520
2024
Q3 		$31.6K Buy
1,040
+629
+153% +$18.6K ﹤0.01% 1894
2024
Q2 		$12.1K Buy
+411
New +$11.8K ﹤0.01% 2308

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