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 Q3	$11.6M	Buy	287,456 +10,388	+4%	+$409K	5.92%	7
2026 Q2	$10.9M	Buy	277,068 +4,944	+2%	+$189K	5.67%	6
2026 Q1	$9.6M	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

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

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

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Seros Financial's BUFQ Position: Q3 2026 in Review

Seros Financial increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 3.7% in Q3 2026, buying an estimated $409K and bringing the position to 287,456 shares worth $11.6M. The position accounts for 5.92% of the portfolio, ranked #7.

Seros Financial first reported a position in BUFQ in Q1 2025 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

Seros Financial held 287,456 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $11.6M as of Q3 2026.
Seros Financial bought 10,388 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $409K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 5.92% of Seros Financial's portfolio in Q3 2026, its #7 holding.
Seros Financial first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.