AWM
BGLD icon

AE Wealth Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

AE Wealth Management’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.8K Buy
747
+513
+219% +$9.14K ﹤0.01% 2223
2025
Q4 		$4K Buy
234
+34
+17% +$815 ﹤0.01% 2265
2025
Q3 		$4.76K Buy
+200
New +$4.45K ﹤0.01% 2086
2025
Q2 		– Sell
-5,125
Closed -$108K – 2171
2025
Q1 		$108K Sell
5,125
-2,500
-33% -$49.4K ﹤0.01% 1422
2024
Q4 		$140K Buy
+7,625
New +$164K ﹤0.01% 1355
2024
Q1 		– Sell
-357,192
Closed -$6.57M – 1219
2023
Q4 		$6.57M Buy
357,192
+337,289
+1,695% +$6.55M 0.03% 513
2023
Q3 		$379K Sell
19,903
-101,463
-84% -$1.99M ﹤0.01% 1511
2023
Q2 		$2.38M Buy
121,366
+12,231
+11% +$242K 0.01% 793
2023
Q1 		$2.12M Buy
109,135
+4,754
+5% +$89.9K 0.01% 773
2022
Q4 		$1.92M Buy
104,381
+40,059
+62% +$710K 0.01% 767
2022
Q3 		$1.11M Buy
64,322
+49,168
+324% +$871K 0.01% 906
2022
Q2 		$278K Buy
+15,154
New +$287K ﹤0.01% 1463

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AE Wealth Management's BGLD Position: Q1 2026 in Review

AE Wealth Management increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 219% in Q1 2026, buying an estimated $9.14K and bringing the position to 747 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

AE Wealth Management first reported a position in BGLD in Q2 2022 and has held it in 12 quarters since. The position peaked at $6.57M in Q4 2023. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • AE Wealth Management held 747 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $12.8K as of Q1 2026.
  • AE Wealth Management bought 513 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $9.14K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2223 holding.
  • AE Wealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2022 and has held it in 12 quarters since.
  • AE Wealth Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $6.57M in Q4 2023.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.