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

Arkadios Wealth Advisors’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 Q1	$890K	Sell	25,200 -690	-3%	-$24.7K	0.01%	845
2025 Q4	$928K	Buy	25,890 +7,218	+39%	+$255K	0.02%	733
2025 Q3	$651K	Buy	18,672 +2,797	+18%	+$95.1K	0.02%	827
2025 Q2	$527K	Buy	15,875 +338	+2%	+$10.5K	0.02%	825
2025 Q1	$464K	Sell	15,537 -888	-5%	-$27.9K	0.02%	733
2024 Q4	$516K	Sell	16,425 -11,396	-41%	-$354K	0.03%	533
2024 Q3	$844K	Sell	27,821 -967	-3%	-$28.6K	0.05%	366
2024 Q2	$851K	Buy	28,788 +787	+3%	+$22.6K	0.06%	317
2024 Q1	$793K	Sell	28,001 -1,037	-4%	-$28.7K	0.06%	285
2023 Q4	$784K	Sell	29,038 -1,864	-6%	-$48.5K	0.07%	267
2023 Q3	$777K	Buy	30,902 +134	+0.4%	+$3.38K	0.07%	253
2023 Q2	$770K	Buy	30,768 +17,235	+127%	+$410K	0.09%	224
2023 Q1	$312K	Buy	+13,533	New	+$292K	0.04%	426

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's BUFQ Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 2.7% in Q1 2026, selling an estimated $24.7K and leaving 25,200 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #845.

Arkadios Wealth Advisors first reported a position in BUFQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $928K in Q4 2025. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Arkadios Wealth Advisors held 25,200 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $890K as of Q1 2026.
Arkadios Wealth Advisors sold 690 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $24.7K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #845 holding.
Arkadios Wealth Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2023 and has held it in 13 quarters since.
Arkadios Wealth Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $928K in Q4 2025.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.