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

Geneos Wealth Management’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 Q1	$8.03M	Sell	227,297 -52,032	-19%	-$1.86M	0.19%	126
2025 Q4	$10M	Sell	279,329 -10,757	-4%	-$380K	0.24%	99
2025 Q3	$10.1M	Buy	290,086 +12,541	+5%	+$426K	0.26%	91
2025 Q2	$9.21M	Sell	277,545 -84,415	-23%	-$2.62M	0.23%	108
2025 Q1	$10.8M	Buy	361,960 +268,948	+289%	+$8.44M	0.16%	160
2024 Q4	$2.92M	Buy	+93,012	New	+$2.89M	0.1%	217

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geneos Wealth Management's BUFQ Position: Q1 2026 in Review

Geneos Wealth Management reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 19% in Q1 2026, selling an estimated $1.86M and leaving 227,297 shares worth $8.03M. The position accounts for 0.19% of the portfolio, ranked #126.

Geneos Wealth Management first reported a position in BUFQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2025. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Geneos Wealth Management held 227,297 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $8.03M as of Q1 2026.
Geneos Wealth Management sold 52,032 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $1.86M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.19% of Geneos Wealth Management's portfolio in Q1 2026, its #126 holding.
Geneos Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $10.8M in Q1 2025.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.