Number of Shares
171,785.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
2.96%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
28.28%

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 $33.57, FOCUS Wealth Advisors, LLC's estimated gain on his BUFQ holdings is $1.29 Mil, reflecting a 28.28% gain to date.

FOCUS Wealth Advisors, LLC BUFQ ($33.57) Holding Chart

FOCUS Wealth Advisors, LLC BUFQ ($33.57) 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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