Sequent Planning’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Sequent Planning’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	$12.9M	Buy	+327,898	New	+$12.6M	2.75%	6

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

Sequent Planning's BUFQ Position: Q2 2026 in Review

Sequent Planning opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2026: 327,898 shares worth $12.9M. The stake represents 2.75% of the portfolio and ranks #6 among its holdings.

185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Sequent Planning held 327,898 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $12.9M as of Q2 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Sequent Planning position in Q2 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 2.75% of Sequent Planning's portfolio in Q2 2026, its #6 holding.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.