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

Novem 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	$835K	Buy	21,265 +4,390	+26%	+$168K	0.08%	216
2026 Q1	$596K	Buy	16,875 +825	+5%	+$29.5K	0.07%	246
2025 Q4	$575K	Buy	16,050 +1,000	+7%	+$35.3K	0.07%	244
2025 Q3	$524K	Buy	15,050 +4,352	+41%	+$148K	0.06%	257
2025 Q2	$355K	Buy	+10,698	New	+$332K	0.04%	293
2025 Q1	–	Sell	-7,448	Closed	-$234K	–	374
2024 Q4	$234K	Buy	+7,448	New	+$231K	0.03%	323

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

Novem Group's BUFQ Position: Q2 2026 in Review

Novem Group increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 26% in Q2 2026, buying an estimated $168K and bringing the position to 21,265 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #216.

Novem Group first reported a position in BUFQ in Q4 2024 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Novem Group held 21,265 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $835K as of Q2 2026.
Novem Group bought 4,390 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $168K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.08% of Novem Group's portfolio in Q2 2026, its #216 holding.
Novem Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.