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

Axxcess 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	$619K	Sell	15,772 -220	-1%	-$8.42K	0.01%	653
2026 Q1	$565K	Hold	15,992	–	–	0.02%	292
2025 Q4	$573K	Sell	15,992 -1,716	-10%	-$60.6K	0.01%	660
2025 Q3	$617K	Sell	17,708 -4,938	-22%	-$168K	0.01%	570
2025 Q2	$752K	Hold	22,646	–	–	0.02%	499
2025 Q1	$676K	Hold	22,646	–	–	0.02%	483
2024 Q4	$712K	Buy	22,646 +1,588	+8%	+$49.3K	0.02%	476
2024 Q3	$639K	Hold	21,058	–	–	0.02%	496
2024 Q2	$622K	Buy	21,058 +272	+1%	+$7.8K	0.02%	478
2024 Q1	$589K	Buy	20,786 +815	+4%	+$22.6K	0.02%	500
2023 Q4	$539K	Buy	+19,971	New	+$519K	0.02%	496

Other funds holding BUFQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's BUFQ Position: Q2 2026 in Review

Axxcess Wealth Management reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 1.4% in Q2 2026, selling an estimated $8.42K and leaving 15,772 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #653.

Axxcess Wealth Management first reported a position in BUFQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $752K in Q2 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Axxcess Wealth Management held 15,772 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $619K as of Q2 2026.
Axxcess Wealth Management sold 220 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $8.42K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #653 holding.
Axxcess Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $752K in Q2 2025.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.