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

Cary Street 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	$258K	Sell	6,560 -2,628	-29%	-$101K	0.01%	851
2026 Q1	$325K	Sell	9,188 -1,156	-11%	-$41.4K	0.01%	694
2025 Q4	$371K	Buy	10,344 +60	+0.6%	+$2.12K	0.01%	676
2025 Q3	$358K	Sell	10,284 -655	-6%	-$22.3K	0.01%	648
2025 Q2	$363K	Sell	10,939 -2,325	-18%	-$72K	0.01%	624
2025 Q1	$396K	Sell	13,264 -3,152	-19%	-$98.9K	0.01%	588
2024 Q4	$516K	Buy	+16,416	New	+$510K	0.02%	506

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

Cary Street Partners's BUFQ Position: Q2 2026 in Review

Cary Street Partners reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 29% in Q2 2026, selling an estimated $101K and leaving 6,560 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #851.

Cary Street Partners first reported a position in BUFQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q4 2024. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Cary Street Partners held 6,560 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $258K as of Q2 2026.
Cary Street Partners sold 2,628 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $101K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #851 holding.
Cary Street Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $516K in Q4 2024.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.