World Equity Group’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

World Equity Group’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	$1.61M	Sell	39,673 -75,068	-65%	-$2.96M	0.66%	33
2026 Q2	$4.51M	Sell	114,741 -169	-0.1%	-$6.47K	1.01%	17
2026 Q1	$4.06M	Buy	114,910 +1,558	+1%	+$55.8K	1.05%	20
2025 Q4	$4.06M	Sell	113,352 -1,476	-1%	-$52.1K	1.13%	16
2025 Q3	$4M	Sell	114,828 -1,099	-0.9%	-$37.4K	0.91%	20
2025 Q2	$3.85M	Sell	115,927 -7,738	-6%	-$240K	1.05%	17
2025 Q1	$3.69M	Sell	123,665 -2,643	-2%	-$82.9K	1.05%	17
2024 Q4	$3.97M	Sell	126,308 -12,141	-9%	-$377K	0.85%	26
2024 Q3	$4.2M	Buy	138,449 +3,030	+2%	+$89.8K	1.52%	12
2024 Q2	$4M	Sell	135,419 -4,768	-3%	-$137K	1.19%	17
2024 Q1	$3.97M	Buy	140,187 +13,387	+11%	+$371K	0.82%	23
2023 Q4	$3.42M	Buy	126,800 +18,906	+18%	+$491K	0.69%	28
2023 Q3	$2.71M	Buy	107,894 +29,775	+38%	+$752K	0.56%	38
2023 Q2	$1.96M	Buy	78,119 +40,971	+110%	+$974K	0.58%	38
2023 Q1	$1.24M	Buy	+37,148	New	+$803K	0.18%	141

Other funds holding BUFQ

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

World Equity Group's BUFQ Position: Q3 2026 in Review

World Equity Group reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 65% in Q3 2026, selling an estimated $2.96M and leaving 39,673 shares worth $1.61M. The position accounts for 0.66% of the portfolio, ranked #33.

World Equity Group first reported a position in BUFQ in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.51M in Q2 2026. 28 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

World Equity Group held 39,673 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.61M as of Q3 2026.
World Equity Group sold 75,068 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $2.96M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.66% of World Equity Group's portfolio in Q3 2026, its #33 holding.
World Equity Group first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2023 and has held it in 15 quarters since.
World Equity Group's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $4.51M in Q2 2026.
28 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.