SPC
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Sigma Planning Corp’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Sigma Planning Corp’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
2026
Q1 		– Sell
-78,927
Closed -$1.65M – 1330
2025
Q4 		$1.65M Buy
78,927
+4,256
+6% +$150K 0.05% 369
2025
Q3 		$2.6M Sell
74,671
-2,955
-4% -$100K 0.07% 269
2025
Q2 		$2.58M Sell
77,626
-21,457
-22% -$665K 0.08% 253
2025
Q1 		$2.96M Buy
99,083
+10,013
+11% +$314K 0.09% 214
2024
Q4 		$2.8M Buy
89,070
+6,037
+7% +$188K 0.09% 217
2024
Q3 		$2.52M Buy
83,033
+14,380
+21% +$426K 0.08% 242
2024
Q2 		$2.03M Buy
68,653
+10,778
+19% +$309K 0.06% 291
2024
Q1 		$1.64M Buy
57,875
+33,474
+137% +$928K 0.05% 361
2023
Q4 		$659K Sell
24,401
-32,773
-57% -$852K 0.05% 375
2023
Q3 		$1.44M Buy
+57,174
New +$1.44M 0.05% 351

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return