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

Goldenstone 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 		$3.18M Sell
81,056
-5,941
-7% -$227K 2.08% 15
2026
Q1 		$3.07M Sell
86,997
-3,550
-4% -$127K 2.24% 11
2025
Q4 		$3.25M Buy
+90,547
New +$3.2M 2.43% 10

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Goldenstone Wealth Management reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 6.8% in Q2 2026, selling an estimated $227K and leaving 81,056 shares worth $3.18M. The position accounts for 2.08% of the portfolio, ranked #15.

Goldenstone Wealth Management first reported a position in BUFQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.25M in Q4 2025. 184 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Goldenstone Wealth Management held 81,056 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $3.18M as of Q2 2026.
  • Goldenstone Wealth Management sold 5,941 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $227K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 2.08% of Goldenstone Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Goldenstone Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • Goldenstone Wealth Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $3.25M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.