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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 Shares
Change % 		Capital Flow 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 +$523K 0.11% 130