Goldstone Financial Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Goldstone Financial Group’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	$733K	Sell	18,671 -2,513	-12%	-$96.2K	0.07%	152
2026 Q1	$748K	Sell	21,184 -2,375	-10%	-$85.1K	0.08%	139
2025 Q4	$844K	Sell	23,559 -95	-0.4%	-$3.35K	0.09%	125
2025 Q3	$824K	Sell	23,654 -732	-3%	-$24.9K	0.1%	128
2025 Q2	$813K	Buy	24,386 +388	+2%	+$12K	0.11%	116
2025 Q1	$717K	Buy	23,998 +4,339	+22%	+$136K	0.11%	110
2024 Q4	$618K	Buy	19,659 +895	+5%	+$27.8K	0.1%	112
2024 Q3	$569K	Buy	18,764 +1,637	+10%	+$48.5K	0.1%	105
2024 Q2	$506K	Buy	17,127 +9,339	+120%	+$268K	0.1%	107
2024 Q1	$221K	Buy	+7,788	New	+$216K	0.05%	153

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

Goldstone Financial Group's BUFQ Position: Q2 2026 in Review

Goldstone Financial Group reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 12% in Q2 2026, selling an estimated $96.2K and leaving 18,671 shares worth $733K. The position accounts for 0.07% of the portfolio, ranked #152.

Goldstone Financial Group first reported a position in BUFQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $844K in Q4 2025. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Goldstone Financial Group held 18,671 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $733K as of Q2 2026.
Goldstone Financial Group sold 2,513 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $96.2K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #152 holding.
Goldstone Financial Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Goldstone Financial Group's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $844K in Q4 2025.
186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.