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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.58M Buy
63,730
+16,445
+35% +$648K 1.27% 16
2026
Q2
$1.86M Buy
47,285
+29,204
+162% +$1.12M 0.94% 25
2026
Q1
$639K Sell
18,081
-22,388
-55% -$802K 0.39% 73
2025
Q4
$1.45M Buy
+40,469
New +$1.43M 0.84% 30

Other funds holding BUFQ

Optivise Advisory Services's BUFQ Position: Q3 2026 in Review

Optivise Advisory Services increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 35% in Q3 2026, buying an estimated $648K and bringing the position to 63,730 shares worth $2.58M. The position accounts for 1.27% of the portfolio, ranked #16.

Optivise Advisory Services first reported a position in BUFQ in Q4 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

  • Optivise Advisory Services held 63,730 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.58M as of Q3 2026.
  • Optivise Advisory Services bought 16,445 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $648K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.27% of Optivise Advisory Services's portfolio in Q3 2026, its #16 holding.
  • Optivise Advisory Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.