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	–	1329
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sigma Planning Corp's BUFQ Position: Q1 2026 in Review

Sigma Planning Corp sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2026, closing a stake of 78,927 shares — an estimated $1.65M sold.

Sigma Planning Corp first reported a position in BUFQ in Q3 2023 and held it in 10 quarters. The position peaked at $2.96M in Q1 2025. 169 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Sigma Planning Corp reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 78,927 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $1.65M.
Sigma Planning Corp first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and held it in 10 quarters.
Sigma Planning Corp's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $2.96M in Q1 2025.
169 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.