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Mount Yale Investment Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Mount Yale Investment Advisors’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 		$2.54M Buy
+64,777
New +$2.48M 0.05% 362

Other funds holding BUFQ

LPL Financial
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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

Mount Yale Investment Advisors's BUFQ Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026: 64,777 shares worth $2.54M. The stake represents 0.05% of the portfolio and ranks #362 among its holdings.

185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Mount Yale Investment Advisors held 64,777 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.54M as of Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Mount Yale Investment Advisors position in Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #362 holding.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.