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 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 $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return