Baker Avenue Asset Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Baker Avenue Asset 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	$202K	Sell	5,140 -2,812	-35%	-$108K	﹤0.01%	793
2026 Q1	$281K	Buy	+7,952	New	+$285K	0.01%	625

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

Baker Avenue Asset Management's BUFQ Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 35% in Q2 2026, selling an estimated $108K and leaving 5,140 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Baker Avenue Asset Management first reported a position in BUFQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $281K in Q1 2026. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Baker Avenue Asset Management held 5,140 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $202K as of Q2 2026.
Baker Avenue Asset Management sold 2,812 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $108K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #793 holding.
Baker Avenue Asset Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
Baker Avenue Asset Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $281K in Q1 2026.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.