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
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AE Wealth Management's BUFG Position: Q3 2025 in Review

AE Wealth Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 3,145 shares — an estimated $80.3K sold.

AE Wealth Management first reported a position in BUFG in Q2 2022 and held it in 10 quarters. The position peaked at $3.23M in Q4 2023. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

AE Wealth Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 3,145 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $80.3K.
AE Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and held it in 10 quarters.
AE Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $3.23M in Q4 2023.
77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.