Claris Financial’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Claris Financial’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	$1.23M	Buy	34,829 +2,449	+8%	+$87.7K	0.67%	37
2025 Q4	$1.16M	Buy	32,380 +13,530	+72%	+$477K	0.62%	41
2025 Q3	$657K	Buy	18,850 +11,415	+154%	+$388K	0.37%	65
2025 Q2	$247K	Buy	7,435 +200	+3%	+$6.2K	0.19%	118
2025 Q1	$227K	Hold	7,235	–	–	0.15%	147
2024 Q4	$227K	Buy	+7,235	New	+$225K	0.15%	147

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

Claris Financial's BUFQ Position: Q1 2026 in Review

Claris Financial increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 7.6% in Q1 2026, buying an estimated $87.7K and bringing the position to 34,829 shares worth $1.23M. The position accounts for 0.67% of the portfolio, ranked #37.

Claris Financial first reported a position in BUFQ in Q4 2024 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Claris Financial held 34,829 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.23M as of Q1 2026.
Claris Financial bought 2,449 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $87.7K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.67% of Claris Financial's portfolio in Q1 2026, its #37 holding.
Claris Financial first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.