Holistic Planning’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Holistic Planning’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 Q3	$840K	Buy	+20,727	New	+$817K	0.12%	155

Other funds holding BUFQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Holistic Planning's BUFQ Position: Q3 2026 in Review

Holistic Planning opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q3 2026: 20,727 shares worth $840K. The stake represents 0.12% of the portfolio and ranks #155 among its holdings.

181 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

Holistic Planning held 20,727 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $840K as of Q3 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Holistic Planning position in Q3 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.12% of Holistic Planning's portfolio in Q3 2026, its #155 holding.
181 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.