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

Richmond Investment 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 		$2.88M Sell
73,226
-57,678
-44% -$2.21M 0.91% 25
2026
Q1 		$4.62M Buy
130,904
+15,674
+14% +$561K 0.75% 25
2025
Q4 		$4.13M Buy
115,230
+20,510
+22% +$724K 0.71% 28
2025
Q3 		$3.3M Buy
94,720
+1,396
+1% +$47.5K 0.61% 30
2025
Q2 		$3.1M Buy
93,324
+46,161
+98% +$1.43M 0.65% 28
2025
Q1 		$1.41M Buy
+47,163
New +$1.48M 0.77% 28

Other funds holding BUFQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Richmond Investment Services's BUFQ Position: Q2 2026 in Review

Richmond Investment Services reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 44% in Q2 2026, selling an estimated $2.21M and leaving 73,226 shares worth $2.88M. The position accounts for 0.91% of the portfolio, ranked #25.

Richmond Investment Services first reported a position in BUFQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.62M in Q1 2026. 73 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Richmond Investment Services held 73,226 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.88M as of Q2 2026.
  • Richmond Investment Services sold 57,678 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $2.21M.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.91% of Richmond Investment Services's portfolio in Q2 2026, its #25 holding.
  • Richmond Investment 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.
  • Richmond Investment Services's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $4.62M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.