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American Trust’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

American Trust’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
Q1 		$580K Buy
21,600
+2,658
+14% +$73.1K 0.05% 145
2025
Q4 		$521K Buy
18,942
+448
+2% +$12.2K 0.04% 172
2025
Q3 		$498K Sell
18,494
-68
-0.4% -$1.78K 0.04% 180
2025
Q2 		$474K Buy
+18,562
New +$449K 0.04% 166
2024
Q2 		– Sell
-15,019
Closed -$338K – 252
2024
Q1 		$338K Buy
15,019
+2,030
+16% +$44.4K 0.03% 183
2023
Q4 		$276K Buy
+12,989
New +$264K 0.02% 220

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

American Trust's BUFG Position: Q1 2026 in Review

American Trust increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 14% in Q1 2026, buying an estimated $73.1K and bringing the position to 21,600 shares worth $580K. The position accounts for 0.05% of the portfolio, ranked #145.

American Trust first reported a position in BUFG in Q4 2023 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • American Trust held 21,600 shares of FT Vest Buffered Allocation Growth ETF worth $580K as of Q1 2026.
  • American Trust bought 2,658 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $73.1K.
  • FT Vest Buffered Allocation Growth ETF made up 0.05% of American Trust's portfolio in Q1 2026, its #145 holding.
  • American Trust first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.