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 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 $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCG Wealth Advisors's BUFQ Position: Q1 2026 in Review

WCG Wealth Advisors increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 7.5% in Q1 2026, buying an estimated $111K and bringing the position to 44,517 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #301.

WCG Wealth Advisors first reported a position in BUFQ in Q1 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

WCG Wealth Advisors held 44,517 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.57M as of Q1 2026.
WCG Wealth Advisors bought 3,096 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $111K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #301 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 8 quarters since.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.