Capital Analysts LLC’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$95K Buy
2,793
+294
+12% +$9.98K ﹤0.01% 855
2026
Q1
$83K Buy
2,499
+1,351
+118% +$45.2K ﹤0.01% 842
2025
Q4
$38K Buy
1,148
+186
+19% +$6.12K ﹤0.01% 975
2025
Q3
$31K Buy
+962
New +$31K ﹤0.01% 978

Other funds holding SQMX

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

Capital Analysts LLC increased its FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) stake by 12% in Q2 2026, buying an estimated $9.98K and bringing the position to 2,793 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Capital Analysts LLC first reported a position in SQMX in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SQMX as of Q2 2026.

  • Capital Analysts LLC held 2,793 shares of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $95K as of Q2 2026.
  • Capital Analysts LLC bought 294 FT Vest U.S. Equity Quarterly Max Buffer ETF shares in Q2 2026, an estimated $9.98K.
  • FT Vest U.S. Equity Quarterly Max Buffer ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #855 holding.
  • Capital Analysts LLC first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q2 2026.

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