Independent Financial Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Independent Financial Group’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	$2.39M	Buy	58,920 +36,104	+158%	+$1.42M	0.04%	405
2026 Q2	$896K	Sell	22,816 -22,319	-49%	-$854K	0.02%	738
2026 Q1	$1.59M	Buy	45,135 +5,652	+14%	+$202K	0.04%	467
2025 Q4	$1.42M	Sell	39,483 -24,421	-38%	-$862K	0.03%	508
2025 Q3	$2.23M	Buy	+63,904	New	+$2.17M	0.05%	352

Other funds holding BUFQ

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group's BUFQ Position: Q3 2026 in Review

Independent Financial Group increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 158% in Q3 2026, buying an estimated $1.42M and bringing the position to 58,920 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #405.

Independent Financial Group first reported a position in BUFQ in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

Independent Financial Group held 58,920 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.39M as of Q3 2026.
Independent Financial Group bought 36,104 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $1.42M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #405 holding.
Independent Financial Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.