Capital Analysts LLC’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Capital Analysts LLC’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	$1.27M	Buy	32,450 +1,614	+5%	+$61.8K	0.03%	332
2026 Q1	$1.09M	Hold	30,836	–	–	0.03%	325
2025 Q4	$1.1M	Buy	30,836 +6,011	+24%	+$212K	0.03%	300
2025 Q3	$865K	Buy	24,825 +6,045	+32%	+$206K	0.03%	331
2025 Q2	$624K	Sell	18,780 -501	-3%	-$15.5K	0.02%	354
2025 Q1	$576K	Buy	19,281 +8,787	+84%	+$276K	0.02%	342
2024 Q4	$330K	Buy	10,494 +8,970	+589%	+$279K	0.01%	396
2024 Q3	$46K	Hold	1,524	–	–	﹤0.01%	745
2024 Q2	$45K	Hold	1,524	–	–	﹤0.01%	718
2024 Q1	$43K	Hold	1,524	–	–	﹤0.01%	696
2023 Q4	$41K	Hold	1,524	–	–	﹤0.01%	696
2023 Q3	$38K	Hold	1,524	–	–	﹤0.01%	668
2023 Q2	$38K	Hold	1,524	–	–	﹤0.01%	632
2023 Q1	$35K	Sell	1,524 -2,544	-63%	-$55K	﹤0.01%	639
2022 Q4	$81K	Buy	4,068 +3,009	+284%	+$61.3K	﹤0.01%	538
2022 Q3	$21K	Buy	+1,059	New	+$22.8K	﹤0.01%	707

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

Capital Analysts LLC's BUFQ Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5.2% in Q2 2026, buying an estimated $61.8K and bringing the position to 32,450 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #332.

Capital Analysts LLC first reported a position in BUFQ in Q3 2022 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Capital Analysts LLC held 32,450 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.27M as of Q2 2026.
Capital Analysts LLC bought 1,614 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $61.8K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #332 holding.
Capital Analysts LLC first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.