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Action Point Financial Planning’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Action Point Financial Planning’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 		$2.05M Buy
+52,283
New +$2M 0.21% 104

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Action Point Financial Planning's BUFQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026: 52,283 shares worth $2.05M. The stake represents 0.21% of the portfolio and ranks #104 among its holdings.

184 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Action Point Financial Planning held 52,283 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.05M as of Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.21% of Action Point Financial Planning's portfolio in Q2 2026, its #104 holding.
  • 184 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.