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 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

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

Prism Advisors's BUFQ Position: Q2 2026 in Review

Prism Advisors reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 3.1% in Q2 2026, selling an estimated $195K and leaving 161,091 shares worth $6.33M. The position accounts for 1.54% of the portfolio, ranked #21.

Prism Advisors first reported a position in BUFQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.51M in Q4 2024. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Prism Advisors held 161,091 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $6.33M as of Q2 2026.
Prism Advisors sold 5,097 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $195K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.54% of Prism Advisors's portfolio in Q2 2026, its #21 holding.
Prism Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
Prism Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $6.51M in Q4 2024.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.