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

RiverTree 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	$7.37M	Sell	181,885 -1,602	-0.9%	-$63.1K	4.39%	4
2026 Q2	$7.21M	Sell	183,487 -5,098	-3%	-$195K	4.26%	5
2026 Q1	$6.66M	Sell	188,585 -1,255	-0.7%	-$44.9K	4.22%	6
2025 Q4	$6.8M	Buy	189,840 +1,554	+0.8%	+$54.8K	4.34%	7
2025 Q3	$6.56M	Buy	188,286 +1,392	+0.7%	+$47.3K	4.21%	8
2025 Q2	$6.2M	Sell	186,894 -37,919	-17%	-$1.18M	4.17%	8
2025 Q1	$6.71M	Sell	224,813 -3,034	-1%	-$95.2K	4.49%	7
2024 Q4	$7.16M	Sell	227,847 -37,130	-14%	-$1.15M	4.7%	8
2024 Q3	$8.04M	Sell	264,977 -26,856	-9%	-$796K	5.45%	7
2024 Q2	$8.63M	Sell	291,833 -4,667	-2%	-$134K	5.9%	7
2024 Q1	$8.4M	Sell	296,500 -27,009	-8%	-$749K	5.64%	7
2023 Q4	$8.73M	Buy	+323,509	New	+$8.41M	5.94%	7

Other funds holding BUFQ

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 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

Prism Advisors Studio City, California $399M AUM 13.01% 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

RiverTree Advisors's BUFQ Position: Q3 2026 in Review

RiverTree Advisors reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 0.87% in Q3 2026, selling an estimated $63.1K and leaving 181,885 shares worth $7.37M. The position accounts for 4.39% of the portfolio, ranked #4.

RiverTree Advisors first reported a position in BUFQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.73M in Q4 2023. 31 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

RiverTree Advisors held 181,885 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $7.37M as of Q3 2026.
RiverTree Advisors sold 1,602 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $63.1K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 4.39% of RiverTree Advisors's portfolio in Q3 2026, its #4 holding.
RiverTree Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 12 quarters since.
RiverTree Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $8.73M in Q4 2023.
31 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

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