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

McKinley Carter 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 		$232K Sell
5,903
-850
-13% -$32.5K 0.01% 306
2026
Q1 		$239K Buy
6,753
+114
+2% +$4.08K 0.01% 283
2025
Q4 		$238K Buy
+6,639
New +$234K 0.01% 298

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

McKinley Carter Wealth Services's BUFQ Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 13% in Q2 2026, selling an estimated $32.5K and leaving 5,903 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #306.

McKinley Carter Wealth Services first reported a position in BUFQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • McKinley Carter Wealth Services held 5,903 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $232K as of Q2 2026.
  • McKinley Carter Wealth Services sold 850 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $32.5K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #306 holding.
  • McKinley Carter Wealth Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • McKinley Carter Wealth Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $239K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

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