MPWM Advisory Solutions’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

MPWM Advisory Solutions’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	$6.23M	Buy	158,667 +12,915	+9%	+$494K	2.85%	6
2026 Q1	$5.15M	Sell	145,752 -6,910	-5%	-$247K	2.73%	7
2025 Q4	$5.47M	Buy	152,662 +63,563	+71%	+$2.24M	3.05%	7
2025 Q3	$3.1M	Buy	89,099 +2,102	+2%	+$71.5K	1.85%	12
2025 Q2	$2.89M	Sell	86,997 -424	-0.5%	-$13.1K	1.83%	13
2025 Q1	$2.61M	Buy	87,421 +11,337	+15%	+$356K	1.89%	13
2024 Q4	$2.39M	Buy	+76,084	New	+$2.36M	1.75%	14

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 22.96% 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

MPWM Advisory Solutions's BUFQ Position: Q2 2026 in Review

MPWM Advisory Solutions increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 8.9% in Q2 2026, buying an estimated $494K and bringing the position to 158,667 shares worth $6.23M. The position accounts for 2.85% of the portfolio, ranked #6.

MPWM Advisory Solutions first reported a position in BUFQ in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

MPWM Advisory Solutions held 158,667 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $6.23M as of Q2 2026.
MPWM Advisory Solutions bought 12,915 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $494K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 2.85% of MPWM Advisory Solutions's portfolio in Q2 2026, its #6 holding.
MPWM Advisory Solutions first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.