Synergy Asset Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Synergy Asset Management’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	$281K	Buy	7,166 +1,490	+26%	+$57K	0.03%	220
2026 Q1	$200K	Sell	5,676 -177	-3%	-$6.34K	0.02%	243
2025 Q4	$210K	Sell	5,853 -39	-0.7%	-$1.38K	0.02%	214
2025 Q3	$205K	Buy	+5,892	New	+$200K	0.01%	246
2025 Q2	–	Sell	-9,783	Closed	-$292K	–	190
2025 Q1	$292K	Buy	+9,783	New	+$307K	0.04%	143

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

Synergy Asset Management's BUFQ Position: Q2 2026 in Review

Synergy Asset Management increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 26% in Q2 2026, buying an estimated $57K and bringing the position to 7,166 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #220.

Synergy Asset Management first reported a position in BUFQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $292K in Q1 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Synergy Asset Management held 7,166 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $281K as of Q2 2026.
Synergy Asset Management bought 1,490 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $57K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #220 holding.
Synergy Asset Management first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
Synergy Asset Management's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $292K in Q1 2025.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.