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

Balboa Wealth Partners’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	$337K	Hold	8,578	–	–	0.05%	315
2026 Q1	$303K	Hold	8,578	–	–	0.05%	306
2025 Q4	$307K	Buy	8,578 +500	+6%	+$17.6K	0.05%	288
2025 Q3	$281K	Hold	8,078	–	–	0.05%	285
2025 Q2	$268K	Buy	8,078 +1,078	+15%	+$33.4K	0.05%	273
2025 Q1	$209K	Buy	+7,000	New	+$220K	0.05%	258

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

Balboa Wealth Partners's BUFQ Position: Q2 2026 in Review

Balboa Wealth Partners held its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) position steady in Q2 2026 at 8,578 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #315.

Balboa Wealth Partners first reported a position in BUFQ in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Balboa Wealth Partners held 8,578 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $337K as of Q2 2026.
Balboa Wealth Partners left its FT Vest Fund of Nasdaq-100 Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #315 holding.
Balboa Wealth Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.