Avantax Advisory Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.91M Sell
152,954
-16,517
-10% -$399K 0.02% 537
2025
Q1
$4.03M Buy
169,471
+57,983
+52% +$1.42M 0.02% 491
2024
Q4
$2.73M Buy
111,488
+84,732
+317% +$2.07M 0.02% 588
2024
Q3
$645K Buy
26,756
+4,212
+19% +$98.8K ﹤0.01% 1254
2024
Q2
$523K Buy
+22,544
New +$510K ﹤0.01% 1336

Other funds holding BUFG

Avantax Advisory Services's BUFG Position: Q2 2025 in Review

Avantax Advisory Services reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 9.7% in Q2 2025, selling an estimated $399K and leaving 152,954 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #537.

Avantax Advisory Services first reported a position in BUFG in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.03M in Q1 2025. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

  • Avantax Advisory Services held 152,954 shares of FT Vest Buffered Allocation Growth ETF worth $3.91M as of Q2 2025.
  • Avantax Advisory Services sold 16,517 FT Vest Buffered Allocation Growth ETF shares in Q2 2025, an estimated $399K.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #537 holding.
  • Avantax Advisory Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's FT Vest Buffered Allocation Growth ETF position peaked at $4.03M in Q1 2025.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.