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Funds Holding BUFQ

On this page, we present all of the funds holding BUFQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BUFQ, with a link to that fund's top holdings. The next columns indicate the amount of BUFQ stock held by each of the funds holding BUFQ, followed by the BUFQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 70 funds holding BUFQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding BUFQ), click the fund name in the "Holder" column of the funds-holding-BUFQ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC3,131,223$84,543 12/31/2023
     BUFQ3,131,223$84,543 12/31/2023
AE Wealth Management LLC959,759$26,451 12/31/2023
     BUFQ959,759$26,451 12/31/2023
Good Life Advisors LLC777,622$20,996 12/31/2023
     BUFQ777,622$20,996 12/31/2023
Creekmur Asset Management LLC763,214$20,607 12/31/2023
     BUFQ763,214$20,607 12/31/2023
Commonwealth Equity Services LLC546,179$14,747 12/31/2023
     BUFQ546,179$14,747 12/31/2023
Gladstone Institutional Advisory LLC428,441$11,568 12/31/2023
     BUFQ428,441$11,568 12/31/2023
Advisor Group Holdings Inc.392,165$10,588 12/31/2023
     BUFQ392,165$10,588 12/31/2023
CoreCap Advisors LLC385,232$10,401 12/31/2023
     BUFQ385,232$10,401 12/31/2023
Royal Bank of Canada349,812$9,445 12/31/2023
     BUFQ349,812$9,445 12/31/2023
RiverTree Advisors LLC296,500$8,400 03/31/2024
     BUFQ296,500$8,400 03/31/2024
Stratos Wealth Partners LTD.286,295$8,111 03/31/2024
     BUFQ286,295$8,111 03/31/2024
Prospera Financial Services Inc295,108$7,968 12/31/2023
     BUFQ295,108$7,968 12/31/2023
Mariner LLC282,376$7,624 12/31/2023
     BUFQ282,376$7,624 12/31/2023
Cetera Investment Advisers239,987$6,480 12/31/2023
     BUFQ239,987$6,480 12/31/2023
MML Investors Services LLC211,784$5,718 12/31/2023
     BUFQ211,784$5,718 12/31/2023
Change Path LLC202,840$5,477 12/31/2023
     BUFQ202,840$5,477 12/31/2023
FOCUS Wealth Advisors LLC159,616$4,522 03/31/2024
     BUFQ159,616$4,522 03/31/2024
Cambridge Investment Research Advisors Inc.166,370$4,492 12/31/2023
     BUFQ166,370$4,492 12/31/2023
Mach 1 Financial Group Inc.140,095$3,783 12/31/2023
     BUFQ140,095$3,783 12/31/2023
GWM Advisors LLC132,543$3,630 12/31/2023
     BUFQ132,543$3,630 12/31/2023
Capital CS Group LLC125,833$3,565 03/31/2024
     BUFQ125,833$3,565 03/31/2024
Valtinson Bruner Financial Planning LLC114,596$3,094 12/31/2023
     BUFQ114,596$3,094 12/31/2023
Kestra Advisory Services LLC86,058$2,324 12/31/2023
     BUFQ86,058$2,324 12/31/2023
Private Advisor Group LLC82,125$2,217 12/31/2023
     BUFQ82,125$2,217 12/31/2023
Envestnet Asset Management Inc.79,747$2,153 12/31/2023
     BUFQ79,747$2,153 12/31/2023
Midwest Financial Group LLC59,489$1,685 03/31/2024
     BUFQ59,489$1,685 03/31/2024
Twin Peaks Wealth Advisors LLC52,549$1,419 12/31/2023
     BUFQ52,549$1,419 12/31/2023
Flagship Harbor Advisors LLC46,530$1,318 03/31/2024
     BUFQ46,530$1,318 03/31/2024
Kestra Private Wealth Services LLC47,269$1,276 12/31/2023
     BUFQ47,269$1,276 12/31/2023
Integrated Wealth Concepts LLC47,059$1,271 12/31/2023
     BUFQ47,059$1,271 12/31/2023
Wealthcare Advisory Partners LLC44,787$1,269 03/31/2024
     BUFQ44,787$1,269 03/31/2024
VitalStone Financial LLC41,115$1,110 12/31/2023
     BUFQ41,115$1,110 12/31/2023
First Heartland Consultants Inc.33,288$899 12/31/2023
     BUFQ33,288$899 12/31/2023
Cetera Advisor Networks LLC31,277$844 12/31/2023
     BUFQ31,277$844 12/31/2023
Arkadios Wealth Advisors29,038$784 12/31/2023
     BUFQ29,038$784 12/31/2023
Great Valley Advisor Group Inc.28,042$757 12/31/2023
     BUFQ28,042$757 12/31/2023
Kraft Davis & Associates LLC27,158$747 12/31/2023
     BUFQ27,158$747 12/31/2023
Financial Guidance Group Inc.27,310$737 12/31/2023
     BUFQ27,310$737 12/31/2023
Atria Wealth Solutions Inc.25,907$699 12/31/2023
     BUFQ25,907$699 12/31/2023
Tradition Wealth Management LLC25,147$679 12/31/2023
     BUFQ25,147$679 12/31/2023
Householder Group Estate & Retirement Specialist LLC24,878$671 12/31/2023
     BUFQ24,878$671 12/31/2023
Sigma Planning Corp24,401$659 12/31/2023
     BUFQ24,401$659 12/31/2023
Citadel Advisors LLC23,582$637 12/31/2023
     BUFQ23,582$637 12/31/2023
OLD Mission Capital LLC22,679$612 12/31/2023
     BUFQ22,679$612 12/31/2023
Signature Securities Group Corporation20,331$576 03/31/2024
     BUFQ20,331$576 03/31/2024
Ignite Planners LLC19,500$553 03/31/2024
     BUFQ19,500$553 03/31/2024
Axxcess Wealth Management LLC19,971$539 12/31/2023
     BUFQ19,971$539 12/31/2023
National Asset Management Inc.19,482$526 12/31/2023
     BUFQ19,482$526 12/31/2023
Kingsview Wealth Management LLC17,395$470 12/31/2023
     BUFQ17,395$470 12/31/2023
Truist Financial Corp15,831$418 12/31/2023
     BUFQ15,831$418 12/31/2023
Harbour Investments Inc.13,024$352 12/31/2023
     BUFQ13,024$352 12/31/2023
Stratos Wealth Advisors LLC11,585$328 03/31/2024
     BUFQ11,585$328 03/31/2024
Kingswood Wealth Advisors LLC11,133$315 03/31/2024
     BUFQ11,133$315 03/31/2024
Prosperity Wealth Management Inc.11,650$315 12/31/2023
     BUFQ11,650$315 12/31/2023
Envestnet Portfolio Solutions Inc.11,668$315 12/31/2023
     BUFQ11,668$315 12/31/2023
Equitable Holdings Inc.9,591$259 12/31/2023
     BUFQ9,591$259 12/31/2023
IFG Advisory LLC9,271$250 12/31/2023
     BUFQ9,271$250 12/31/2023
Private Portfolio Partners LLC9,222$249 12/31/2023
     BUFQ9,222$249 12/31/2023
Beacon Financial Advisory LLC8,724$236 12/31/2023
     BUFQ8,724$236 12/31/2023
Orion Portfolio Solutions LLC8,547$230 12/31/2023
     BUFQ8,547$230 12/31/2023
Worth Asset Management LLC8,065$228 03/31/2024
     BUFQ8,065$228 03/31/2024
Iams Wealth Management LLC8,099$226 03/31/2024
     BUFQ8,099$226 03/31/2024
Capital Investment Advisory Services LLC6,592$178 12/31/2023
     BUFQ6,592$178 12/31/2023
Proequities Inc.3,652$99 12/31/2023
     BUFQ3,652$99 12/31/2023
Capital Analysts LLC1,524$41 12/31/2023
     BUFQ1,524$41 12/31/2023
Steward Partners Investment Advisory LLC812$22 12/31/2023
     BUFQ812$22 12/31/2023
Comerica Bank500$14 12/31/2023
     BUFQ500$14 12/31/2023
Wells Fargo & Company MN410$11 12/31/2023
     BUFQ410$11 12/31/2023
Covestor Ltd374$10 12/31/2023
     BUFQ374$10 12/31/2023
Private Trust Co. NA249$7 12/31/2023
     BUFQ249$7 12/31/2023
JPMorgan Chase & Co.0$0 12/31/2023
     BUFQ0$0 12/31/2023

See Summary: Institutional Holders of BUFQ
See Details: Top 10 Hedge Funds Holding BUFQ
Also See: BUFQ Holdings Changes

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