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

HBW Advisory 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	$1.48M	Sell	37,694 -8,220	-18%	-$315K	0.13%	161
2026 Q1	$1.62M	Sell	45,914 -1,792	-4%	-$64.2K	0.17%	135
2025 Q4	$1.71M	Buy	47,706 +4,958	+12%	+$175K	0.19%	120
2025 Q3	$1.49M	Sell	42,748 -64	-0.1%	-$2.18K	0.17%	135
2025 Q2	$1.42M	Buy	42,812 +4,432	+12%	+$137K	0.18%	133
2025 Q1	$1.15M	Buy	38,380 +168	+0.4%	+$5.27K	0.16%	127
2024 Q4	$1.2M	Buy	38,212 +903	+2%	+$28.1K	0.12%	120
2024 Q3	$1.13M	Buy	37,309 +4,693	+14%	+$139K	0.17%	129
2024 Q2	$964K	Buy	+32,616	New	+$935K	0.16%	140

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

HBW Advisory Services's BUFQ Position: Q2 2026 in Review

HBW Advisory Services reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 18% in Q2 2026, selling an estimated $315K and leaving 37,694 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #161.

HBW Advisory Services first reported a position in BUFQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

HBW Advisory Services held 37,694 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.48M as of Q2 2026.
HBW Advisory Services sold 8,220 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $315K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.13% of HBW Advisory Services's portfolio in Q2 2026, its #161 holding.
HBW Advisory Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
HBW Advisory Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $1.71M in Q4 2025.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.