AE Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

AE Wealth Management’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.05K	Buy	+70	New	+$2.01K	﹤0.01%	2550
2025 Q3	–	Sell	-3,145	Closed	-$80.3K	–	2293
2025 Q2	$80.3K	Hold	3,145	–	–	﹤0.01%	1533
2025 Q1	$74.8K	Sell	3,145 -32	-1%	-$786	﹤0.01%	1507
2024 Q4	$77.8K	Buy	+3,177	New	+$77.7K	﹤0.01%	1481
2024 Q1	–	Sell	-149,566	Closed	-$3.23M	–	1260
2023 Q4	$3.23M	Buy	149,566 +24,269	+19%	+$493K	0.02%	732
2023 Q3	$2.46M	Buy	125,297 +7,448	+6%	+$151K	0.01%	775
2023 Q2	$2.38M	Sell	117,849 -4,067	-3%	-$78.7K	0.01%	792
2023 Q1	$2.31M	Sell	121,916 -8,924	-7%	-$166K	0.01%	747
2022 Q4	$2.35M	Buy	130,840 +4,309	+3%	+$77.2K	0.02%	686
2022 Q3	$2.13M	Buy	126,531 +82	+0.1%	+$1.5K	0.02%	676
2022 Q2	$2.23M	Buy	+126,449	New	+$2.35M	0.02%	632

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

AE Wealth Management opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026: 70 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #2550 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in BUFG as recently as Q2 2025.

AE Wealth Management first reported a position in BUFG in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.23M in Q4 2023. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

AE Wealth Management held 70 shares of FT Vest Buffered Allocation Growth ETF worth $2.05K as of Q2 2026.
FT Vest Buffered Allocation Growth ETF was a new AE Wealth Management position in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2550 holding.
AE Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and has held it in 11 quarters since.
AE Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $3.23M in Q4 2023.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

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