AssetMark Inc
BUFG icon

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
Q3 		$8.65M Buy
289,452
+4,943
+2% +$147K 0.01% 607
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

Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Lunt Capital Management
Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

AssetMark Inc's BUFG Position: Q3 2026 in Review

AssetMark Inc increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.7% in Q3 2026, buying an estimated $147K and bringing the position to 289,452 shares worth $8.65M. The position accounts for 0.01% of the portfolio, ranked #607.

AssetMark Inc first reported a position in BUFG in Q2 2023 and has held it in 14 quarters since. 32 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

  • AssetMark Inc held 289,452 shares of FT Vest Buffered Allocation Growth ETF worth $8.65M as of Q3 2026.
  • AssetMark Inc bought 4,943 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $147K.
  • FT Vest Buffered Allocation Growth ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #607 holding.
  • AssetMark Inc first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 32 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.