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

Prosperity Wealth Management’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 Q4	$415K	Sell	11,593 -2,314	-17%	-$81.7K	0.14%	161
2025 Q3	$485K	Sell	13,907 -9,511	-41%	-$323K	0.16%	136
2025 Q2	$777K	Sell	23,418 -1,138	-5%	-$35.3K	0.29%	76
2025 Q1	$733K	Buy	24,556 +873	+4%	+$27.4K	0.34%	63
2024 Q4	$744K	Buy	23,683 +1,693	+8%	+$52.6K	0.31%	59
2024 Q3	$667K	Buy	21,990 +4,056	+23%	+$120K	0.27%	64
2024 Q2	$530K	Buy	17,934 +125	+0.7%	+$3.58K	0.26%	81
2024 Q1	$505K	Buy	17,809 +6,159	+53%	+$171K	0.24%	73
2023 Q4	$315K	Buy	+11,650	New	+$303K	0.2%	80

Other funds holding BUFQ

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Prosperity Wealth Management's BUFQ Position: Q4 2025 in Review

Prosperity Wealth Management reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 17% in Q4 2025, selling an estimated $81.7K and leaving 11,593 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #161.

Prosperity Wealth Management first reported a position in BUFQ in Q4 2023 and has held it in 9 quarters since. The position peaked at $777K in Q2 2025. 160 funds tracked by Wall St. Rank hold BUFQ as of Q4 2025.

Prosperity Wealth Management held 11,593 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $415K as of Q4 2025.
Prosperity Wealth Management sold 2,314 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2025, an estimated $81.7K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #161 holding.
Prosperity Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 9 quarters since.
Prosperity Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $777K in Q2 2025.
160 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.