Iams Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Iams Wealth Management’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	$6.59M	Buy	167,711 +18,436	+12%	+$706K	1.98%	8
2026 Q1	$5.27M	Buy	149,275 +42,643	+40%	+$1.53M	1.84%	8
2025 Q4	$3.82M	Buy	106,632 +39,178	+58%	+$1.38M	1.38%	13
2025 Q3	$2.35M	Buy	67,454 +9,665	+17%	+$329K	0.94%	31
2025 Q2	$1.92M	Sell	57,789 -42,096	-42%	-$1.3M	0.88%	34
2025 Q1	$2.98M	Buy	99,885 +13,611	+16%	+$427K	1.37%	14
2024 Q4	$2.71M	Buy	86,274 +24,991	+41%	+$776K	1.24%	19
2024 Q3	$1.86M	Buy	61,283 +28,041	+84%	+$831K	0.91%	37
2024 Q2	$983K	Buy	33,242 +25,143	+310%	+$721K	0.54%	61
2024 Q1	$226K	Buy	+8,099	New	+$224K	0.14%	109

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

Iams Wealth Management's BUFQ Position: Q2 2026 in Review

Iams Wealth Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 12% in Q2 2026, buying an estimated $706K and bringing the position to 167,711 shares worth $6.59M. The position accounts for 1.98% of the portfolio, ranked #8.

Iams Wealth Management first reported a position in BUFQ in Q1 2024 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Iams Wealth Management held 167,711 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $6.59M as of Q2 2026.
Iams Wealth Management bought 18,436 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $706K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.98% of Iams Wealth Management's portfolio in Q2 2026, its #8 holding.
Iams Wealth Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.