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

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

FOCUS Wealth Advisors's BUFQ Position: Q2 2026 in Review

FOCUS Wealth Advisors sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026, closing a stake of 167,491 shares — an estimated $5.92M sold.

FOCUS Wealth Advisors first reported a position in BUFQ in Q3 2023 and held it in 11 quarters. The position peaked at $6.31M in Q4 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

FOCUS Wealth Advisors reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q2 2026 after selling out during the quarter.
FOCUS Wealth Advisors sold 167,491 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $5.92M.
FOCUS Wealth Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and held it in 11 quarters.
FOCUS Wealth Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $6.31M in Q4 2025.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.