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

Golden State 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	$3.3M	Sell	83,964 -1,019	-1%	-$39K	0.3%	77
2026 Q1	$3M	Sell	84,983 -5,897	-6%	-$211K	0.33%	63
2025 Q4	$3.26M	Sell	90,880 -1,350	-1%	-$47.6K	0.34%	58
2025 Q3	$3.21M	Sell	92,230 -5,700	-6%	-$194K	0.35%	53
2025 Q2	$3.25M	Buy	97,930 +83	+0.1%	+$2.57K	0.4%	48
2025 Q1	$2.92M	Buy	97,847 +6,038	+7%	+$189K	0.43%	46
2024 Q4	$2.89M	Buy	+91,809	New	+$2.85M	0.43%	50

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 Wealth Management's BUFQ Position: Q2 2026 in Review

Golden State Wealth Management reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 1.2% in Q2 2026, selling an estimated $39K and leaving 83,964 shares worth $3.3M. The position accounts for 0.3% of the portfolio, ranked #77.

Golden State Wealth Management first reported a position in BUFQ in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Golden State Wealth Management held 83,964 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $3.3M as of Q2 2026.
Golden State Wealth Management sold 1,019 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $39K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.3% of Golden State Wealth Management's portfolio in Q2 2026, its #77 holding.
Golden State 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.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.