Seros Financial’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Seros Financial’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	$10.9M	Buy	277,068 +4,944	+2%	+$189K	5.67%	6
2026 Q1	$9.61M	Buy	272,124 +47,257	+21%	+$1.69M	6.12%	6
2025 Q4	$8.06M	Buy	224,867 +8,527	+4%	+$301K	4.73%	9
2025 Q3	$7.54M	Buy	216,340 +2,278	+1%	+$77.5K	4.56%	10
2025 Q2	$7.11M	Buy	214,062 +5,106	+2%	+$158K	4.5%	10
2025 Q1	$6.24M	Buy	+208,956	New	+$6.56M	4.66%	11

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

Seros Financial's BUFQ Position: Q2 2026 in Review

Seros Financial increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 1.8% in Q2 2026, buying an estimated $189K and bringing the position to 277,068 shares worth $10.9M. The position accounts for 5.67% of the portfolio, ranked #6.

Seros Financial first reported a position in BUFQ in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Seros Financial held 277,068 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $10.9M as of Q2 2026.
Seros Financial bought 4,944 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $189K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 5.67% of Seros Financial's portfolio in Q2 2026, its #6 holding.
Seros Financial first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.