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Private Advisory Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Private Advisory Group’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
2023
Q4 		– Sell
-238,609
Closed -$6M – 197
2023
Q3 		$6M Sell
238,609
-14,922
-6% -$377K 1.19% 20
2023
Q2 		$6.35M Buy
253,531
+74,247
+41% +$1.76M 1.26% 19
2023
Q1 		$4.13M Buy
+179,284
New +$3.87M 0.88% 30

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Private Advisory Group's BUFQ Position: Q4 2023 in Review

Private Advisory Group sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q4 2023, closing a stake of 238,609 shares — an estimated $6M sold.

Private Advisory Group first reported a position in BUFQ in Q1 2023 and held it in 3 quarters. The position peaked at $6.35M in Q2 2023. 70 funds tracked by Wall St. Rank hold BUFQ as of Q4 2023.

  • Private Advisory Group reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q4 2023 after selling out during the quarter.
  • Private Advisory Group sold 238,609 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2023, an estimated $6M.
  • Private Advisory Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2023 and held it in 3 quarters.
  • Private Advisory Group's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $6.35M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.