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

FOCUS Wealth Advisors’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	–	Sell	-167,491	Closed	-$5.92M	–	62
2026 Q1	$5.92M	Sell	167,491 -8,532	-5%	-$306K	2.89%	10
2025 Q4	$6.31M	Buy	176,023 +1,317	+0.8%	+$46.5K	2.94%	10
2025 Q3	$6.09M	Buy	174,706 +2,921	+2%	+$99.3K	2.93%	10
2025 Q2	$5.7M	Buy	171,785 +1,056	+0.6%	+$32.7K	2.96%	9
2025 Q1	$5.1M	Sell	170,729 -1,719	-1%	-$53.9K	2.82%	12
2024 Q4	$5.42M	Buy	172,448 +6,409	+4%	+$199K	2.88%	9
2024 Q3	$5.04M	Sell	166,039 -1,444	-0.9%	-$42.8K	2.51%	13
2024 Q2	$4.95M	Buy	167,483 +7,867	+5%	+$226K	2.54%	11
2024 Q1	$4.52M	Buy	159,616 +28,951	+22%	+$802K	2.42%	14
2023 Q4	$3.53M	Buy	130,665 +14,057	+12%	+$365K	2.23%	14
2023 Q3	$2.93M	Buy	+116,608	New	+$2.95M	2.04%	14

Other funds holding BUFQ

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

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return