Collaborative Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$515K Buy
13,121
+3,132
+31% +$120K 0.22% 64
2026
Q1
$353K Buy
9,989
+1,530
+18% +$54.8K 0.16% 104
2025
Q4
$303K Buy
8,459
+2,135
+34% +$75.3K 0.11% 161
2025
Q3
$220K Buy
+6,324
New +$215K 0.09% 174

Other funds holding BUFQ

Collaborative Wealth Management's BUFQ Position: Q2 2026 in Review

Collaborative Wealth Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 31% in Q2 2026, buying an estimated $120K and bringing the position to 13,121 shares worth $515K. The position accounts for 0.22% of the portfolio, ranked #64.

Collaborative Wealth Management first reported a position in BUFQ in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Collaborative Wealth Management held 13,121 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $515K as of Q2 2026.
  • Collaborative Wealth Management bought 3,132 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $120K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.22% of Collaborative Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Collaborative Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.