Kestra Private Wealth Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Kestra Private Wealth Services’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	$998K	Sell	25,415 -550	-2%	-$21.1K	0.01%	903
2026 Q1	$917K	Buy	25,965 +1,000	+4%	+$35.8K	0.01%	876
2025 Q4	$895K	Sell	24,965 -200	-0.8%	-$7.06K	0.01%	852
2025 Q3	$877K	Sell	25,165 -19,638	-44%	-$668K	0.01%	839
2025 Q2	$1.49M	Sell	44,803 -3,851	-8%	-$119K	0.02%	593
2025 Q1	$1.45M	Sell	48,654 -32,011	-40%	-$1M	0.02%	550
2024 Q4	$2.54M	Sell	80,665 -510	-0.6%	-$15.8K	0.04%	374
2024 Q3	$2.46M	Buy	81,175 +42,590	+110%	+$1.26M	0.05%	372
2024 Q2	$1.14M	Sell	38,585 -17,891	-32%	-$513K	0.02%	532
2024 Q1	$1.6M	Buy	56,476 +9,207	+19%	+$255K	0.04%	434
2023 Q4	$1.28M	Buy	47,269 +37,301	+374%	+$970K	0.03%	455
2023 Q3	$251K	Buy	+9,968	New	+$252K	0.01%	948

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 22.9% 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

Kestra Private Wealth Services's BUFQ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 2.1% in Q2 2026, selling an estimated $21.1K and leaving 25,415 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #903.

Kestra Private Wealth Services first reported a position in BUFQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2024. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Kestra Private Wealth Services held 25,415 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $998K as of Q2 2026.
Kestra Private Wealth Services sold 550 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $21.1K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #903 holding.
Kestra Private Wealth Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $2.54M in Q4 2024.
186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.