WI
BUFQ icon

Wintrust Investments’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Wintrust Investments’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 		$36K Buy
1,159
+389
+51% +$12.1K 0.03% 297
2024
Q3 		$23K Buy
+770
New +$22.8K 0.02% 452

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $33.6B AUM 31.03% 1-Year Est. Return

Wintrust Investments's BUFQ Position: Q4 2024 in Review

Wintrust Investments increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 51% in Q4 2024, buying an estimated $12.1K and bringing the position to 1,159 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #297.

Wintrust Investments first reported a position in BUFQ in Q3 2024 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold BUFQ as of Q4 2024.

  • Wintrust Investments held 1,159 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $36K as of Q4 2024.
  • Wintrust Investments bought 389 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2024, an estimated $12.1K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #297 holding.
  • Wintrust Investments first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2024 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.