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 Q2	$9.1M	Buy	231,736 +4,439	+2%	+$170K	0.19%	128
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	Buy	277,545 +182,269	+191%	+$5.65M	0.23%	108
2025 Q1	$2.84M	Buy	95,276 +2,264	+2%	+$71K	0.1%	252
2024 Q4	$2.92M	Buy	+93,012	New	+$2.89M	0.1%	217

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

Geneos Wealth Management's BUFQ Position: Q2 2026 in Review

Geneos Wealth Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 2% in Q2 2026, buying an estimated $170K and bringing the position to 231,736 shares worth $9.1M. The position accounts for 0.19% of the portfolio, ranked #128.

Geneos Wealth Management first reported a position in BUFQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Geneos Wealth Management held 231,736 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $9.1M as of Q2 2026.
Geneos Wealth Management bought 4,439 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $170K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.19% of Geneos Wealth Management's portfolio in Q2 2026, its #128 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 7 quarters since.
Geneos Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $10.1M in Q3 2025.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.