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

Stonebridge Financial Planning Group’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	$411K	Buy	10,458 +70	+0.7%	+$2.68K	0.13%	137
2026 Q1	$367K	Hold	10,388	–	–	0.13%	139
2025 Q4	$372K	Buy	10,388 +908	+10%	+$32K	0.13%	135
2025 Q3	$330K	Buy	9,480 +146	+2%	+$4.96K	0.12%	145
2025 Q2	$310K	Sell	9,334 -250	-3%	-$7.75K	0.13%	141
2025 Q1	$286K	Buy	9,584 +1,720	+22%	+$54K	0.13%	142
2024 Q4	$247K	Buy	7,864 +950	+14%	+$29.5K	0.11%	146
2024 Q3	$210K	Buy	+6,914	New	+$205K	0.1%	151

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

Stonebridge Financial Planning Group's BUFQ Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 0.67% in Q2 2026, buying an estimated $2.68K and bringing the position to 10,458 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #137.

Stonebridge Financial Planning Group first reported a position in BUFQ in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Stonebridge Financial Planning Group held 10,458 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $411K as of Q2 2026.
Stonebridge Financial Planning Group bought 70 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $2.68K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.13% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #137 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.