IPS
SQMX

Investors Portfolio Services’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History

Investors Portfolio Services’s Portfolio SQMX Stock Details SQMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.9K Sell
1,897
-1,591
-46% -$54K 0.05% 74
2026
Q1 		$116K Sell
3,488
-525,458
-99% -$17.6M 0.11% 51
2025
Q4 		$17.6M Buy
+528,946
New +$17.4M 15.9% 2

Other funds holding SQMX

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Portfolio Services's SQMX Position: Q2 2026 in Review

Investors Portfolio Services reduced its FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) stake by 46% in Q2 2026, selling an estimated $54K and leaving 1,897 shares worth $64.9K. The position accounts for 0.05% of the portfolio, ranked #74.

Investors Portfolio Services first reported a position in SQMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.6M in Q4 2025. 20 funds tracked by Wall St. Rank hold SQMX as of Q2 2026.

  • Investors Portfolio Services held 1,897 shares of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $64.9K as of Q2 2026.
  • Investors Portfolio Services sold 1,591 FT Vest U.S. Equity Quarterly Max Buffer ETF shares in Q2 2026, an estimated $54K.
  • FT Vest U.S. Equity Quarterly Max Buffer ETF made up 0.05% of Investors Portfolio Services's portfolio in Q2 2026, its #74 holding.
  • Investors Portfolio Services first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's FT Vest U.S. Equity Quarterly Max Buffer ETF position peaked at $17.6M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.