Accurate Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Accurate Wealth Management’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 Q2	$401K	Buy	10,206 +1,581	+18%	+$60.5K	0.04%	397
2026 Q1	$315K	Sell	8,625 -505	-6%	-$18.1K	0.04%	415
2025 Q4	$330K	Buy	9,130 +2,450	+37%	+$86.5K	0.04%	379
2025 Q3	$232K	Sell	6,680 -45	-0.7%	-$1.53K	0.03%	453
2025 Q2	$224K	Buy	+6,725	New	+$208K	0.03%	410
2025 Q1	–	Sell	-6,765	Closed	-$211K	–	378
2024 Q4	$211K	Sell	6,765 -1,040	-13%	-$32.3K	0.04%	361
2024 Q3	$238K	Buy	7,805 +803	+11%	+$23.8K	0.05%	330
2024 Q2	$210K	Buy	+7,002	New	+$201K	0.05%	315

Other funds holding BUFQ

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return