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 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 $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

Capital Analysts LLC's BUFQ Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) position steady in Q1 2026 at 30,836 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #325.

Capital Analysts LLC first reported a position in BUFQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Capital Analysts LLC held 30,836 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.09M as of Q1 2026.
Capital Analysts LLC left its FT Vest Fund of Nasdaq-100 Buffer ETFs share count unchanged in Q1 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.03% of Capital Analysts LLC's portfolio in Q1 2026, its #325 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 15 quarters since.
Capital Analysts LLC's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $1.1M 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.