Golden State Equity Partners’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Golden State Equity Partners’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	-8,015	Closed	-$283K	–	532
2026 Q1	$283K	Buy	8,015 +215	+3%	+$7.7K	0.02%	589
2025 Q4	$280K	Buy	7,800 +451	+6%	+$15.9K	0.05%	411
2025 Q3	$256K	Hold	7,349	–	–	0.04%	383
2025 Q2	$244K	Sell	7,349 -3,102	-30%	-$96.1K	0.05%	379
2025 Q1	$312K	Buy	10,451 +407	+4%	+$12.8K	0.06%	328
2024 Q4	$316K	Buy	+10,044	New	+$312K	0.06%	325

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

Golden State Equity Partners's BUFQ Position: Q2 2026 in Review

Golden State Equity Partners sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026, closing a stake of 8,015 shares — an estimated $283K sold.

Golden State Equity Partners first reported a position in BUFQ in Q4 2024 and held it in 6 quarters. The position peaked at $316K in Q4 2024. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Golden State Equity Partners reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 8,015 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $283K.
Golden State Equity Partners first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and held it in 6 quarters.
Golden State Equity Partners's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $316K in Q4 2024.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.