Prism Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Prism Advisors’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 Q3	$3.12M	Sell	76,578 -84,513	-52%	-$3.33M	0.78%	33
2026 Q2	$6.33M	Sell	161,091 -5,097	-3%	-$195K	1.54%	21
2026 Q1	$5.87M	Buy	166,188 +23,340	+16%	+$836K	1.57%	19
2025 Q4	$5.12M	Sell	142,848 -26,360	-16%	-$930K	1.36%	20
2025 Q3	$5.9M	Buy	169,208 +577	+0.3%	+$19.6K	1.59%	22
2025 Q2	$5.6M	Sell	168,631 -30,430	-15%	-$943K	1.59%	23
2025 Q1	$5.94M	Sell	199,061 -7,928	-4%	-$249K	1.83%	18
2024 Q4	$6.51M	Buy	206,989 +4,154	+2%	+$129K	1.95%	18
2024 Q3	$6.16M	Buy	202,835 +42,569	+27%	+$1.26M	1.76%	22
2024 Q2	$4.74M	Buy	+160,266	New	+$4.59M	1.44%	23

Other funds holding BUFQ

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Prism Advisors's BUFQ Position: Q3 2026 in Review

Prism Advisors reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 52% in Q3 2026, selling an estimated $3.33M and leaving 76,578 shares worth $3.12M. The position accounts for 0.78% of the portfolio, ranked #33.

Prism Advisors first reported a position in BUFQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.51M in Q4 2024. 33 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

Prism Advisors held 76,578 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $3.12M as of Q3 2026.
Prism Advisors sold 84,513 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $3.33M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.78% of Prism Advisors's portfolio in Q3 2026, its #33 holding.
Prism Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024 and has held it in 10 quarters since.
Prism Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $6.51M in Q4 2024.
33 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.