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

Regal Investment 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
2025
Q2 		– Sell
-29,615
Closed -$884K – 484
2025
Q1 		$884K Buy
29,615
+6,555
+28% +$206K 0.07% 238
2024
Q4 		$725K Sell
23,060
-6,242
-21% -$194K 0.05% 271
2024
Q3 		$889K Buy
29,302
+16,832
+135% +$499K 0.06% 259
2024
Q2 		$369K Buy
+12,470
New +$357K 0.02% 413

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's BUFQ Position: Q2 2025 in Review

Regal Investment Advisors sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2025, closing a stake of 29,615 shares — an estimated $884K sold.

Regal Investment Advisors first reported a position in BUFQ in Q2 2024 and held it in 4 quarters. The position peaked at $889K in Q3 2024. 138 funds tracked by Wall St. Rank hold BUFQ as of Q2 2025.

  • Regal Investment Advisors reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 29,615 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2025, an estimated $884K.
  • Regal Investment Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024 and held it in 4 quarters.
  • Regal Investment Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $889K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2025.

Based on Regal Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.