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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's BUFQ Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 49% in Q2 2026, selling an estimated $854K and leaving 22,816 shares worth $896K. The position accounts for 0.02% of the portfolio, ranked #738.

Independent Financial Group first reported a position in BUFQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q3 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Independent Financial Group held 22,816 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $896K as of Q2 2026.
  • Independent Financial Group sold 22,319 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $854K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #738 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 4 quarters since.
  • Independent Financial Group's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $2.23M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.