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

Symphony Financial Services’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	$453K	Buy	11,546 +561	+5%	+$21.5K	0.2%	60
2026 Q1	$388K	Sell	10,985 -58	-0.5%	-$2.08K	0.2%	62
2025 Q4	$396K	Buy	11,043 +2,278	+26%	+$80.4K	0.2%	63
2025 Q3	$305K	Sell	8,765 -2,211	-20%	-$75.2K	0.16%	66
2025 Q2	$364K	Buy	10,976 +3,900	+55%	+$121K	0.22%	54
2025 Q1	$211K	Buy	+7,076	New	+$222K	0.14%	74

Other funds holding BUFQ

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Symphony Financial Services's BUFQ Position: Q2 2026 in Review

Symphony Financial Services increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 11,546 shares worth $453K. The position accounts for 0.2% of the portfolio, ranked #60.

Symphony Financial Services first reported a position in BUFQ in Q1 2025 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Symphony Financial Services held 11,546 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $453K as of Q2 2026.
Symphony Financial Services bought 561 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $21.5K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.2% of Symphony Financial Services's portfolio in Q2 2026, its #60 holding.
Symphony Financial Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.