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

CreativeOne Wealth’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	$956K	Buy	24,337 +577	+2%	+$22.1K	0.02%	596
2026 Q1	$839K	Buy	23,760 +705	+3%	+$25.2K	0.02%	642
2025 Q4	$826K	Buy	23,055 +2,478	+12%	+$87.5K	0.02%	625
2025 Q3	$717K	Sell	20,577 -3,252	-14%	-$111K	0.02%	660
2025 Q2	$791K	Buy	23,829 +4,556	+24%	+$141K	0.02%	606
2025 Q1	$575K	Sell	19,273 -3,995	-17%	-$125K	0.02%	645
2024 Q4	$731K	Buy	23,268 +1,036	+5%	+$32.2K	0.02%	581
2024 Q3	$675K	Sell	22,232 -9,664	-30%	-$286K	0.02%	535
2024 Q2	$943K	Buy	31,896 +2,108	+7%	+$60.4K	0.05%	339
2024 Q1	$844K	Sell	29,788 -173,052	-85%	-$4.8M	0.03%	421
2023 Q4	$5.48M	Buy	202,840 +118,850	+142%	+$3.09M	0.35%	66
2023 Q3	$2.11M	Buy	+83,990	New	+$2.12M	0.15%	133

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

CreativeOne Wealth's BUFQ Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 2.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 24,337 shares worth $956K. The position accounts for 0.02% of the portfolio, ranked #596.

CreativeOne Wealth first reported a position in BUFQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.48M in Q4 2023. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

CreativeOne Wealth held 24,337 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $956K as of Q2 2026.
CreativeOne Wealth bought 577 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $22.1K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #596 holding.
CreativeOne Wealth first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
CreativeOne Wealth's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $5.48M in Q4 2023.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.