SteelPeak Wealth’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

SteelPeak Wealth’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
2025 Q4	–	Sell	-8,250	Closed	-$287K	–	546
2025 Q3	$287K	Hold	8,250	–	–	0.01%	475
2025 Q2	$274K	Hold	8,250	–	–	0.01%	435
2025 Q1	$246K	Sell	8,250 -950	-10%	-$29.8K	0.01%	457
2024 Q4	$289K	Sell	9,200 -1,800	-16%	-$55.9K	0.01%	424
2024 Q3	$334K	Buy	11,000 +850	+8%	+$25.2K	0.01%	377
2024 Q2	$300K	Buy	+10,150	New	+$291K	0.01%	385

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

SteelPeak Wealth's BUFQ Position: Q4 2025 in Review

SteelPeak Wealth sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q4 2025, closing a stake of 8,250 shares — an estimated $287K sold.

SteelPeak Wealth first reported a position in BUFQ in Q2 2024 and held it in 6 quarters. The position peaked at $334K in Q3 2024. 160 funds tracked by Wall St. Rank hold BUFQ as of Q4 2025.

SteelPeak Wealth reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 8,250 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2025, an estimated $287K.
SteelPeak Wealth first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024 and held it in 6 quarters.
SteelPeak Wealth's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $334K in Q3 2024.
160 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.