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 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 $377B AUM 19.32% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's BUFQ Position: Q1 2026 in Review

Kestra Private Wealth Services increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 4% in Q1 2026, buying an estimated $35.8K and bringing the position to 25,965 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #876.

Kestra Private Wealth Services first reported a position in BUFQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q4 2024. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Kestra Private Wealth Services held 25,965 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $917K as of Q1 2026.
Kestra Private Wealth Services bought 1,000 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $35.8K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #876 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 11 quarters since.
Kestra Private Wealth Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $2.54M in Q4 2024.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.