VBFP
BUFQ icon

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

Valtinson Bruner Financial Planning’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 		$15.9M Buy
405,747
+15,104
+4% +$578K 3.99% 8
2026
Q1 		$13.8M Sell
390,643
-15,231
-4% -$545K 3.79% 8
2025
Q4 		$14.5M Sell
405,874
-7,761
-2% -$274K 4.19% 7
2025
Q3 		$14.4M Buy
413,635
+6,577
+2% +$224K 4.27% 7
2025
Q2 		$13.5M Buy
407,058
+5,249
+1% +$163K 4.24% 7
2025
Q1 		$12M Buy
401,809
+100,603
+33% +$3.16M 4.06% 6
2024
Q4 		$9.47M Buy
301,206
+24,704
+9% +$767K 3.31% 7
2024
Q3 		$8.39M Buy
276,502
+75,429
+38% +$2.23M 2.92% 9
2024
Q2 		$5.94M Buy
201,073
+25,907
+15% +$743K 2.36% 13
2024
Q1 		$4.96M Buy
175,166
+60,570
+53% +$1.68M 2.11% 14
2023
Q4 		$3.09M Buy
114,596
+9,628
+9% +$250K 1.59% 21
2023
Q3 		$2.64M Buy
104,968
+16,403
+19% +$414K 1.44% 26
2023
Q2 		$2.22M Buy
+88,565
New +$2.1M 1.19% 31

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Valtinson Bruner Financial Planning's BUFQ Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 3.9% in Q2 2026, buying an estimated $578K and bringing the position to 405,747 shares worth $15.9M. The position accounts for 3.99% of the portfolio, ranked #8.

Valtinson Bruner Financial Planning first reported a position in BUFQ in Q2 2023 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Valtinson Bruner Financial Planning held 405,747 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $15.9M as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 15,104 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $578K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 3.99% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Valtinson Bruner Financial Planning first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2023 and has held it in 13 quarters since.
  • 186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.