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

Financial Guidance Group’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	$4.31M	Sell	109,791 -7,620	-6%	-$292K	1.61%	20
2026 Q1	$4.15M	Buy	117,411 +895	+0.8%	+$32.1K	1.67%	20
2025 Q4	$4.18M	Buy	116,516 +20,856	+22%	+$736K	1.71%	19
2025 Q3	$3.33M	Buy	95,660 +5,830	+6%	+$198K	1.49%	26
2025 Q2	$2.98M	Buy	89,830 +5,135	+6%	+$159K	1.45%	25
2025 Q1	$2.53M	Buy	84,695 +5,199	+7%	+$163K	1.37%	26
2024 Q4	$2.5M	Buy	79,496 +7,838	+11%	+$244K	1.37%	23
2024 Q3	$2.17M	Buy	71,658 +5,221	+8%	+$155K	1.27%	22
2024 Q2	$1.96M	Buy	66,437 +37,427	+129%	+$1.07M	1.21%	21
2024 Q1	$822K	Buy	29,010 +1,700	+6%	+$47.1K	0.53%	29
2023 Q4	$737K	Buy	27,310 +6,250	+30%	+$162K	0.51%	29
2023 Q3	$530K	Buy	21,060 +1,500	+8%	+$37.9K	0.4%	33
2023 Q2	$490K	Buy	19,560 +3,185	+19%	+$75.7K	0.36%	36
2023 Q1	$377K	Buy	16,375 +3,070	+23%	+$66.3K	0.29%	38
2022 Q4	$265K	Buy	+13,305	New	+$271K	0.22%	47

Other funds holding BUFQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Financial Guidance Group's BUFQ Position: Q2 2026 in Review

Financial Guidance Group reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 6.5% in Q2 2026, selling an estimated $292K and leaving 109,791 shares worth $4.31M. The position accounts for 1.61% of the portfolio, ranked #20.

Financial Guidance Group first reported a position in BUFQ in Q4 2022 and has held it in 15 quarters since. 82 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Financial Guidance Group held 109,791 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $4.31M as of Q2 2026.
Financial Guidance Group sold 7,620 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $292K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.61% of Financial Guidance Group's portfolio in Q2 2026, its #20 holding.
Financial Guidance Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
82 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.