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Second Half Financial Partners’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Second Half Financial 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
2023
Q3 		– Sell
-158,298
Closed -$3.96M – 51
2023
Q2 		$3.96M Buy
+158,298
New +$3.76M 0.91% 30

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Second Half Financial Partners's BUFQ Position: Q3 2023 in Review

Second Half Financial Partners sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2023, closing a stake of 158,298 shares — an estimated $3.96M sold.

Second Half Financial Partners first reported a position in BUFQ in Q2 2023 and held it in 1 quarter. The position peaked at $3.96M in Q2 2023. 41 funds tracked by Wall St. Rank hold BUFQ as of Q3 2023.

  • Second Half Financial Partners reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 158,298 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2023, an estimated $3.96M.
  • Second Half Financial Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $3.96M in Q2 2023.
  • 41 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.