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

Optivise Advisory 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 		$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

CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

Optivise Advisory Services's BUFQ Position: Q2 2026 in Review

Optivise Advisory Services increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 162% in Q2 2026, buying an estimated $1.12M and bringing the position to 47,285 shares worth $1.86M. The position accounts for 0.94% of the portfolio, ranked #25.

Optivise Advisory Services first reported a position in BUFQ in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Optivise Advisory Services held 47,285 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.86M as of Q2 2026.
  • Optivise Advisory Services bought 29,204 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $1.12M.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.94% of Optivise Advisory Services's portfolio in Q2 2026, its #25 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 3 quarters since.
  • 55 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.