Arkadios Wealth Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Arkadios Wealth Advisors’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	$2.12M	Sell	72,194 -785	-1%	-$22.5K	0.03%	516
2026 Q1	$1.96M	Buy	72,979 +268	+0.4%	+$7.38K	0.03%	514
2025 Q4	$2M	Buy	72,711 +60,545	+498%	+$1.65M	0.04%	448
2025 Q3	$328K	Buy	12,166 +3,750	+45%	+$98.4K	0.01%	1126
2025 Q2	$215K	Buy	+8,416	New	+$203K	0.01%	1192

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

Arkadios Wealth Advisors's BUFG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.1% in Q2 2026, selling an estimated $22.5K and leaving 72,194 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #516.

Arkadios Wealth Advisors first reported a position in BUFG in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Arkadios Wealth Advisors held 72,194 shares of FT Vest Buffered Allocation Growth ETF worth $2.12M as of Q2 2026.
Arkadios Wealth Advisors sold 785 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $22.5K.
FT Vest Buffered Allocation Growth ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #516 holding.
Arkadios Wealth Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.