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

Private Portfolio Partners’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
2024 Q4	$279K	Hold	8,864	–	–	0.05%	244
2024 Q3	$269K	Sell	8,864 -200	-2%	-$5.92K	0.05%	243
2024 Q2	$268K	Hold	9,064	–	–	0.22%	74
2024 Q1	$257K	Sell	9,064 -158	-2%	-$4.38K	0.05%	235
2023 Q4	$249K	Sell	9,222 -595	-6%	-$15.5K	0.06%	232
2023 Q3	$247K	Buy	+9,817	New	+$248K	0.06%	223

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Private Portfolio Partners's BUFQ Position: Q4 2024 in Review

Private Portfolio Partners held its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) position steady in Q4 2024 at 8,864 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #244.

Private Portfolio Partners first reported a position in BUFQ in Q3 2023 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold BUFQ as of Q4 2024.

Private Portfolio Partners held 8,864 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $279K as of Q4 2024.
Private Portfolio Partners left its FT Vest Fund of Nasdaq-100 Buffer ETFs share count unchanged in Q4 2024.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #244 holding.
Private Portfolio Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 6 quarters since.
138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.