WCG Wealth Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

WCG Wealth Advisors’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	$2.37M	Buy	60,286 +15,769	+35%	+$604K	0.06%	286
2026 Q1	$1.57M	Buy	44,517 +3,096	+7%	+$111K	0.04%	301
2025 Q4	$1.48M	Buy	+41,421	New	+$1.46M	0.04%	295
2025 Q3	–	Sell	-17,900	Closed	-$594K	–	336
2025 Q2	$594K	Buy	17,900 +50	+0.3%	+$1.55K	0.04%	272
2025 Q1	$533K	Sell	17,850 -1,500	-8%	-$47.1K	0.04%	235
2024 Q4	$608K	Buy	19,350 +2,500	+15%	+$77.7K	0.04%	243
2024 Q3	$511K	Buy	16,850 +3,500	+26%	+$104K	0.03%	268
2024 Q2	$395K	Buy	13,350 +1,750	+15%	+$50.2K	0.03%	256
2024 Q1	$329K	Buy	+11,600	New	+$322K	0.03%	242

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 22.9% 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

WCG Wealth Advisors's BUFQ Position: Q2 2026 in Review

WCG Wealth Advisors increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 35% in Q2 2026, buying an estimated $604K and bringing the position to 60,286 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #286.

WCG Wealth Advisors first reported a position in BUFQ in Q1 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

WCG Wealth Advisors held 60,286 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.37M as of Q2 2026.
WCG Wealth Advisors bought 15,769 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $604K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #286 holding.
WCG Wealth Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

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