Valtinson Bruner Financial Planning’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Valtinson Bruner Financial Planning’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	$13.8M	Sell	390,643 -15,231	-4%	-$545K	3.79%	8
2025 Q4	$14.5M	Sell	405,874 -7,761	-2%	-$274K	4.19%	7
2025 Q3	$14.4M	Buy	413,635 +6,577	+2%	+$224K	4.27%	7
2025 Q2	$13.5M	Buy	407,058 +5,249	+1%	+$163K	4.24%	7
2025 Q1	$12M	Buy	401,809 +100,603	+33%	+$3.16M	4.06%	6
2024 Q4	$9.47M	Buy	301,206 +24,704	+9%	+$767K	3.31%	7
2024 Q3	$8.39M	Buy	276,502 +75,429	+38%	+$2.23M	2.92%	9
2024 Q2	$5.94M	Buy	201,073 +25,907	+15%	+$743K	2.36%	13
2024 Q1	$4.96M	Buy	175,166 +60,570	+53%	+$1.68M	2.11%	14
2023 Q4	$3.09M	Buy	114,596 +9,628	+9%	+$250K	1.59%	21
2023 Q3	$2.64M	Buy	104,968 +16,403	+19%	+$414K	1.44%	26
2023 Q2	$2.22M	Buy	+88,565	New	+$2.1M	1.19%	31

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valtinson Bruner Financial Planning's BUFQ Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 3.8% in Q1 2026, selling an estimated $545K and leaving 390,643 shares worth $13.8M. The position accounts for 3.79% of the portfolio, ranked #8.

Valtinson Bruner Financial Planning first reported a position in BUFQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q4 2025. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Valtinson Bruner Financial Planning held 390,643 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $13.8M as of Q1 2026.
Valtinson Bruner Financial Planning sold 15,231 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $545K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 3.79% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #8 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and has held it in 12 quarters since.
Valtinson Bruner Financial Planning's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $14.5M in Q4 2025.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.