O'Donnell Financial Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

O'Donnell Financial 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	$617K	Sell	15,721 -822	-5%	-$31.5K	0.18%	42
2026 Q1	$584K	Sell	16,543 -201	-1%	-$7.2K	0.2%	41
2025 Q4	$600K	Buy	16,744 +39	+0.2%	+$1.38K	0.21%	37
2025 Q3	$582K	Buy	16,705 +1,967	+13%	+$66.9K	0.21%	38
2025 Q2	$489K	Sell	14,738 -669	-4%	-$20.7K	0.19%	34
2025 Q1	$460K	Buy	+15,407	New	+$483K	0.19%	35

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

O'Donnell Financial Services's BUFQ Position: Q2 2026 in Review

O'Donnell Financial Services reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5% in Q2 2026, selling an estimated $31.5K and leaving 15,721 shares worth $617K. The position accounts for 0.18% of the portfolio, ranked #42.

O'Donnell Financial Services first reported a position in BUFQ in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

O'Donnell Financial Services held 15,721 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $617K as of Q2 2026.
O'Donnell Financial Services sold 822 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $31.5K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.18% of O'Donnell Financial Services's portfolio in Q2 2026, its #42 holding.
O'Donnell Financial Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 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 O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.