FOCUS Wealth Advisors, LLC BUFQ Holdings History
FOCUS Wealth Advisors, LLC's FT Vest Laddered Nasdaq Buffer ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 171,785.00 shares of FT Vest Laddered Nasdaq Buffer ETF(BUFQ), totaling $5.70 Mil. This investment constitutes 2.96% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.57% of the outstanding FT Vest Laddered Nasdaq Buffer ETF(BUFQ) stock.
The initial trade took place in 2023Q3. And since then FOCUS Wealth Advisors, LLC has made 6 purchases of BUFQ, at an average price of $26.13, for a total of 174,948.00 shares. In addition, there have been 2 sales at an average price of $30.58 for 3,163.00 shares. Based on historical transaction data and BUFQ's current price of $33.66, FOCUS Wealth Advisors, LLC's estimated gain on his BUFQ holdings is $1.31 Mil, reflecting a 28.62% gain to date.
FOCUS Wealth Advisors, LLC BUFQ ($33.66) Holding Chart
FOCUS Wealth Advisors, LLC BUFQ ($33.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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