WEG
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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
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 $463M AUM 19.66% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

World Equity Group's BUFQ Position: Q2 2026 in Review

World Equity Group reduced its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 0.15% in Q2 2026, selling an estimated $6.47K and leaving 114,741 shares worth $4.51M. The position accounts for 1.01% of the portfolio, ranked #17.

World Equity Group first reported a position in BUFQ in Q1 2023 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • World Equity Group held 114,741 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $4.51M as of Q2 2026.
  • World Equity Group sold 169 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $6.47K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.01% of World Equity Group's portfolio in Q2 2026, its #17 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 14 quarters since.
  • 27 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.