SWP
BUFQ icon

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

Stratos Wealth 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
2026
Q1 		$11.7M Buy
332,272
+38,262
+13% +$1.37M 0.13% 160
2025
Q4 		$10.5M Buy
294,010
+44,605
+18% +$1.57M 0.12% 183
2025
Q3 		$8.69M Buy
249,405
+7,773
+3% +$264K 0.1% 204
2025
Q2 		$8.02M Sell
241,632
-102,964
-30% -$3.19M 0.11% 197
2025
Q1 		$10.3M Sell
344,596
-8,735
-2% -$274K 0.16% 135
2024
Q4 		$11.1M Buy
353,331
+58,345
+20% +$1.81M 0.16% 126
2024
Q3 		$8.95M Sell
294,986
-66,655
-18% -$1.97M 0.13% 162
2024
Q2 		$10.7M Buy
361,641
+75,346
+26% +$2.16M 0.17% 123
2024
Q1 		$8.11M Buy
286,295
+16,336
+6% +$453K 0.13% 158
2023
Q4 		$7.29M Buy
269,959
+98,435
+57% +$2.56M 0.14% 165
2023
Q3 		$4.32M Buy
171,524
+9,351
+6% +$236K 0.09% 221
2023
Q2 		$4.06M Buy
+162,173
New +$3.85M 0.09% 226

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