Steward Partners Investment Advisory’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Steward Partners Investment Advisory’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 Q1	$87.9K	Buy	2,490 +937	+60%	+$33.6K	﹤0.01%	2445
2025 Q4	$55.7K	Buy	1,553 +446	+40%	+$15.7K	﹤0.01%	2616
2025 Q3	$38.6K	Buy	1,107 +295	+36%	+$10K	﹤0.01%	2738
2025 Q2	$27K	Hold	812	–	–	﹤0.01%	2779
2025 Q1	$24.2K	Hold	812	–	–	﹤0.01%	2719
2024 Q4	$25.5K	Hold	812	–	–	﹤0.01%	2668
2024 Q3	$24.6K	Hold	812	–	–	﹤0.01%	2568
2024 Q2	$24K	Hold	812	–	–	﹤0.01%	2443
2024 Q1	$23K	Hold	812	–	–	﹤0.01%	2466
2023 Q4	$21.9K	Hold	812	–	–	﹤0.01%	2357
2023 Q3	$20.4K	Hold	812	–	–	﹤0.01%	2297
2023 Q2	$20.3K	Buy	+812	New	+$19.3K	﹤0.01%	2285

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's BUFQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 60% in Q1 2026, buying an estimated $33.6K and bringing the position to 2,490 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Steward Partners Investment Advisory first reported a position in BUFQ in Q2 2023 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Steward Partners Investment Advisory held 2,490 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $87.9K as of Q1 2026.
Steward Partners Investment Advisory bought 937 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $33.6K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2445 holding.
Steward Partners Investment Advisory first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and has held it in 12 quarters since.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.