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

LPL Financial’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	$348M	Buy	8,862,303 +339,818	+4%	+$13M	0.08%	244
2026 Q1	$301M	Buy	8,522,485 +978,401	+13%	+$35M	0.08%	251
2025 Q4	$270M	Sell	7,544,084 -306,706	-4%	-$10.8M	0.07%	253
2025 Q3	$274M	Sell	7,850,790 -515,663	-6%	-$17.5M	0.08%	231
2025 Q2	$278M	Buy	8,366,453 +501,417	+6%	+$15.5M	0.09%	206
2025 Q1	$235M	Buy	7,865,036 +782,157	+11%	+$24.5M	0.09%	215
2024 Q4	$223M	Buy	7,082,879 +450,139	+7%	+$14M	0.09%	195
2024 Q3	$201M	Buy	6,632,740 +1,044,334	+19%	+$30.9M	0.09%	198
2024 Q2	$165M	Buy	5,588,406 +747,168	+15%	+$21.4M	0.08%	216
2024 Q1	$137M	Buy	4,841,238 +1,710,015	+55%	+$47.4M	0.07%	239
2023 Q4	$84.5M	Buy	3,131,223 +1,119,102	+56%	+$29.1M	0.05%	330
2023 Q3	$50.6M	Buy	2,012,121 +1,424,622	+242%	+$36M	0.04%	452
2023 Q2	$14.7M	Buy	+587,499	New	+$14M	0.01%	928

Other funds holding BUFQ

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial's BUFQ Position: Q2 2026 in Review

LPL Financial increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 4% in Q2 2026, buying an estimated $13M and bringing the position to 8,862,303 shares worth $348M. The position accounts for 0.08% of the portfolio, ranked #244.

LPL Financial first reported a position in BUFQ in Q2 2023 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

LPL Financial held 8,862,303 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $348M as of Q2 2026.
LPL Financial bought 339,818 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $13M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.08% of LPL Financial's portfolio in Q2 2026, its #244 holding.
LPL Financial first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and has held it in 13 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.