Winnow Wealth
BUFQ icon

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

Winnow Wealth’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
Q3 		$382K Sell
9,431
-3,315
-26% -$131K 0.25% 106
2026
Q2 		$501K Buy
12,746
+1,321
+12% +$50.6K 0.34% 89
2026
Q1 		$404K Buy
+11,425
New +$409K 0.31% 88

Other funds holding BUFQ

Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Midwest Financial Group
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Winnow Wealth's BUFQ Position: Q3 2026 in Review

Winnow Wealth reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 26% in Q3 2026, selling an estimated $131K and leaving 9,431 shares worth $382K. The position accounts for 0.25% of the portfolio, ranked #106.

Winnow Wealth first reported a position in BUFQ in Q1 2026 and has held it in 3 quarters since. The position peaked at $501K in Q2 2026. 42 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

  • Winnow Wealth held 9,431 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $382K as of Q3 2026.
  • Winnow Wealth sold 3,315 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $131K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.25% of Winnow Wealth's portfolio in Q3 2026, its #106 holding.
  • Winnow Wealth first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2026 and has held it in 3 quarters since.
  • Winnow Wealth's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $501K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.