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National Wealth Management Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

National Wealth Management Group’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 		$570K Buy
+14,513
New +$556K 0.18% 107

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

National Wealth Management Group's BUFQ Position: Q2 2026 in Review

National Wealth Management Group opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026: 14,513 shares worth $570K. The stake represents 0.18% of the portfolio and ranks #107 among its holdings.

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

  • National Wealth Management Group held 14,513 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $570K as of Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs was a new National Wealth Management Group position in Q2 2026.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.18% of National Wealth Management Group's portfolio in Q2 2026, its #107 holding.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.