Aptus Capital Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Aptus Capital Advisors’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	$1.63K	Buy	+100	New	+$1.71K	﹤0.01%	1737
2025 Q3	–	Sell	-39	Closed	-$837	–	1599
2025 Q2	$837	Buy	+39	New	+$832	﹤0.01%	1505

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

Aptus Capital Advisors's BGLD Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 100 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1737 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in BGLD as recently as Q2 2025.

Aptus Capital Advisors first reported a position in BGLD in Q2 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Aptus Capital Advisors held 100 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $1.63K as of Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new Aptus Capital Advisors position in Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1737 holding.
Aptus Capital Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2025 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.