Harvest Investment Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Harvest Investment Services’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	$784K	Buy	19,974 +5,122	+34%	+$196K	0.12%	181
2026 Q1	$525K	Sell	14,852 -2,530	-15%	-$90.6K	0.1%	196
2025 Q4	$623K	Sell	17,382 -2,249	-11%	-$79.4K	0.12%	176
2025 Q3	$684K	Sell	19,631 -6,575	-25%	-$224K	0.14%	163
2025 Q2	$870K	Buy	26,206 +4,187	+19%	+$130K	0.19%	129
2025 Q1	$657K	Buy	22,019 +3,463	+19%	+$109K	0.18%	130
2024 Q4	$583K	Buy	18,556 +11,443	+161%	+$356K	0.14%	159
2024 Q3	$216K	Buy	+7,113	New	+$211K	0.07%	206

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 22.9% 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

Harvest Investment Services's BUFQ Position: Q2 2026 in Review

Harvest Investment Services increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 34% in Q2 2026, buying an estimated $196K and bringing the position to 19,974 shares worth $784K. The position accounts for 0.12% of the portfolio, ranked #181.

Harvest Investment Services first reported a position in BUFQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $870K in Q2 2025. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Harvest Investment Services held 19,974 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $784K as of Q2 2026.
Harvest Investment Services bought 5,122 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $196K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #181 holding.
Harvest Investment Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
Harvest Investment Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $870K in Q2 2025.
186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.