Waverly Advisors’s FT Vest Nasdaq-100 Moderate Buffer ETF - February QMFE Stock Holding History

Waverly Advisors’s Portfolio QMFE Stock Details QMFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$559K	Hold	23,000	–	–	﹤0.01%	1124
2026 Q1	$510K	Hold	23,000	–	–	﹤0.01%	1077
2025 Q4	$512K	Buy	+23,000	New	+$504K	﹤0.01%	998

Other funds holding QMFE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Waverly Advisors's QMFE Position: Q2 2026 in Review

Waverly Advisors held its FT Vest Nasdaq-100 Moderate Buffer ETF - February (QMFE) position steady in Q2 2026 at 23,000 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Waverly Advisors first reported a position in QMFE in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold QMFE as of Q2 2026.

Waverly Advisors held 23,000 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - February worth $559K as of Q2 2026.
Waverly Advisors left its FT Vest Nasdaq-100 Moderate Buffer ETF - February share count unchanged in Q2 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - February made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1124 holding.
Waverly Advisors first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - February in Q4 2025 and has held it in 3 quarters since.
30 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - February as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.