Gladstone Institutional Advisory’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Gladstone Institutional Advisory’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	$6.91M	Sell	195,690 -11,015	-5%	-$394K	0.26%	83
2025 Q4	$7.41M	Sell	206,705 -4,761	-2%	-$168K	0.28%	80
2025 Q3	$7.37M	Sell	211,466 -4,206	-2%	-$143K	0.28%	76
2025 Q2	$7.16M	Sell	215,672 -51,331	-19%	-$1.59M	0.3%	75
2025 Q1	$7.97M	Sell	267,003 -38,191	-13%	-$1.2M	0.37%	59
2024 Q4	$9.59M	Sell	305,194 -7,039	-2%	-$219K	0.44%	47
2024 Q3	$9.48M	Sell	312,233 -61,024	-16%	-$1.81M	0.46%	49
2024 Q2	$11M	Sell	373,257 -46,907	-11%	-$1.34M	0.57%	30
2024 Q1	$11.9M	Sell	420,164 -8,277	-2%	-$229K	0.65%	27
2023 Q4	$11.6M	Buy	428,441 +104,673	+32%	+$2.72M	0.65%	28
2023 Q3	$8.15M	Buy	+323,768	New	+$8.18M	0.53%	38

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

Gladstone Institutional Advisory's BUFQ Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5.3% in Q1 2026, selling an estimated $394K and leaving 195,690 shares worth $6.91M. The position accounts for 0.26% of the portfolio, ranked #83.

Gladstone Institutional Advisory first reported a position in BUFQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q1 2024. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Gladstone Institutional Advisory held 195,690 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $6.91M as of Q1 2026.
Gladstone Institutional Advisory sold 11,015 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $394K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.26% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #83 holding.
Gladstone Institutional Advisory first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 11 quarters since.
Gladstone Institutional Advisory's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $11.9M in Q1 2024.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.