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Great Valley Advisor Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Great Valley Advisor 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 		$1.76M Sell
44,753
-211
-0.5% -$8.08K 0.03% 431
2026
Q1 		$1.59M Sell
44,964
-67
-0.1% -$2.4K 0.03% 429
2025
Q4 		$1.61M Sell
45,031
-443
-1% -$15.6K 0.03% 387
2025
Q3 		$1.58M Sell
45,474
-548
-1% -$18.6K 0.03% 386
2025
Q2 		$1.53M Buy
46,022
+3,053
+7% +$94.6K 0.03% 368
2025
Q1 		$1.28M Sell
42,969
-7,013
-14% -$220K 0.03% 397
2024
Q4 		$1.57M Buy
49,982
+21,079
+73% +$655K 0.04% 356
2024
Q3 		$877K Buy
28,903
+7,348
+34% +$218K 0.02% 453
2024
Q2 		$637K Buy
21,555
+2,639
+14% +$75.6K 0.02% 477
2024
Q1 		$536K Sell
18,916
-9,126
-33% -$253K 0.02% 480
2023
Q4 		$757K Buy
28,042
+1,793
+7% +$46.6K 0.03% 382
2023
Q3 		$660K Buy
+26,249
New +$663K 0.03% 386

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 22.9% 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

Great Valley Advisor Group's BUFQ Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 0.47% in Q2 2026, selling an estimated $8.08K and leaving 44,753 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #431.

Great Valley Advisor Group first reported a position in BUFQ in Q3 2023 and has held it in 12 quarters since. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Great Valley Advisor Group held 44,753 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.76M as of Q2 2026.
  • Great Valley Advisor Group sold 211 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $8.08K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #431 holding.
  • Great Valley Advisor Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
  • 186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.