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

Summit 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
2024
Q4 		– Sell
-18,467
Closed -$560K – 207
2024
Q3 		$560K Hold
18,467
– – 0.11% 131
2024
Q2 		$546K Hold
18,467
– – 0.11% 129
2024
Q1 		$523K Buy
+18,467
New +$512K 0.11% 130

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Summit Wealth Partners's BUFQ Position: Q4 2024 in Review

Summit Wealth Partners sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q4 2024, closing a stake of 18,467 shares — an estimated $560K sold.

Summit Wealth Partners first reported a position in BUFQ in Q1 2024 and held it in 3 quarters. The position peaked at $560K in Q3 2024. 138 funds tracked by Wall St. Rank hold BUFQ as of Q4 2024.

  • Summit Wealth Partners reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 18,467 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2024, an estimated $560K.
  • Summit Wealth Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and held it in 3 quarters.
  • Summit Wealth Partners's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $560K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.