AssetMark Inc’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

AssetMark Inc’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	$8.34M	Buy	284,509 +14,536	+5%	+$417K	0.01%	604
2026 Q1	$7.25M	Buy	269,973 +18,051	+7%	+$497K	0.01%	575
2025 Q4	$6.93M	Buy	251,922 +5,853	+2%	+$159K	0.01%	582
2025 Q3	$6.63M	Buy	246,069 +13,817	+6%	+$362K	0.01%	565
2025 Q2	$5.93M	Buy	232,252 +32,571	+16%	+$787K	0.01%	542
2025 Q1	$4.75M	Buy	199,681 +6,549	+3%	+$161K	0.01%	523
2024 Q4	$4.73M	Buy	193,132 +13,051	+7%	+$319K	0.01%	519
2024 Q3	$4.34M	Buy	180,081 +18,456	+11%	+$433K	0.01%	473
2024 Q2	$3.75M	Buy	161,625 +18,840	+13%	+$426K	0.01%	483
2024 Q1	$3.22M	Buy	142,785 +33,875	+31%	+$741K	0.01%	497
2023 Q4	$2.32M	Buy	108,910 +34,677	+47%	+$704K	0.01%	509
2023 Q3	$1.46M	Buy	74,233 +53,239	+254%	+$1.08M	0.01%	558
2023 Q2	$424K	Buy	+20,994	New	+$406K	﹤0.01%	755

Other funds holding BUFG

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

CWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

AssetMark Inc's BUFG Position: Q2 2026 in Review

AssetMark Inc increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 5.4% in Q2 2026, buying an estimated $417K and bringing the position to 284,509 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #604.

AssetMark Inc first reported a position in BUFG in Q2 2023 and has held it in 13 quarters since. 36 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

AssetMark Inc held 284,509 shares of FT Vest Buffered Allocation Growth ETF worth $8.34M as of Q2 2026.
AssetMark Inc bought 14,536 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $417K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #604 holding.
AssetMark Inc first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2023 and has held it in 13 quarters since.
36 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.