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 Q2	$16.5K	Buy	1,013 +266	+36%	+$4.55K	﹤0.01%	2293
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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AE Wealth Management's BGLD Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 36% in Q2 2026, buying an estimated $4.55K and bringing the position to 1,013 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

AE Wealth Management first reported a position in BGLD in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.57M in Q4 2023. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

AE Wealth Management held 1,013 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $16.5K as of Q2 2026.
AE Wealth Management bought 266 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $4.55K.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2293 holding.
AE Wealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2022 and has held it in 13 quarters since.
AE Wealth Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $6.57M in Q4 2023.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.