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Waverly Advisors’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Waverly Advisors’s Portfolio QSPT Stock Details QSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Hold
9,184
– – ﹤0.01% 1327
2025
Q4 		$291K Buy
+9,184
New +$288K ﹤0.01% 1218

Other funds holding QSPT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's QSPT Position: Q1 2026 in Review

Waverly Advisors held its FT Vest Nasdaq-100 Buffer ETF September (QSPT) position steady in Q1 2026 at 9,184 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Waverly Advisors first reported a position in QSPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

  • Waverly Advisors held 9,184 shares of FT Vest Nasdaq-100 Buffer ETF September worth $281K as of Q1 2026.
  • Waverly Advisors left its FT Vest Nasdaq-100 Buffer ETF September share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Buffer ETF September made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1327 holding.
  • Waverly Advisors first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's FT Vest Nasdaq-100 Buffer ETF September position peaked at $291K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.