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 Q2	$7.68M	Sell	195,474 -216	-0.1%	-$8.27K	0.24%	86
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 $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

Gladstone Institutional Advisory's BUFQ Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 0.11% in Q2 2026, selling an estimated $8.27K and leaving 195,474 shares worth $7.68M. The position accounts for 0.24% of the portfolio, ranked #86.

Gladstone Institutional Advisory first reported a position in BUFQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q1 2024. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Gladstone Institutional Advisory held 195,474 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $7.68M as of Q2 2026.
Gladstone Institutional Advisory sold 216 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $8.27K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.24% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #86 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 12 quarters since.
Gladstone Institutional Advisory's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $11.9M in Q1 2024.
186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.