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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$64K Sell
1,630
-1,834
-53% -$70.2K 0.04% 130
2026
Q1
$122K Buy
3,464
+108
+3% +$3.87K 0.06% 168
2025
Q4
$120K Buy
3,356
+1,477
+79% +$52.1K 0.08% 147
2025
Q3
$65.5K Sell
1,879
-10
-0.5% -$340 0.04% 177
2025
Q2
$62.7K Sell
1,889
-302
-14% -$9.36K 0.03% 286
2025
Q1
$44.3K Buy
2,191
+769
+54% +$24.1K 0.03% 322
2024
Q4
$44.7K Buy
+1,422
New +$44.2K 0.03% 326

Other funds holding BUFQ

Whipplewood Advisors's BUFQ Position: Q2 2026 in Review

Whipplewood Advisors reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 53% in Q2 2026, selling an estimated $70.2K and leaving 1,630 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #130.

Whipplewood Advisors first reported a position in BUFQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $122K in Q1 2026. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Whipplewood Advisors held 1,630 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $64K as of Q2 2026.
  • Whipplewood Advisors sold 1,834 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $70.2K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #130 holding.
  • Whipplewood Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $122K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.