AWM
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Avior Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Avior Wealth Management’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 		– Sell
-15,813
Closed -$425K – 808
2026
Q1 		$425K Hold
15,813
– – 0.01% 576
2025
Q4 		$435K Hold
15,813
– – 0.01% 502
2025
Q3 		$426K Sell
15,813
-2,913
-16% -$76.4K 0.01% 491
2025
Q2 		$478K Buy
18,726
+2,913
+18% +$70.4K 0.02% 440
2025
Q1 		$376K Hold
15,813
– – 0.01% 488
2024
Q4 		$387K Sell
15,813
-430
-3% -$10.5K 0.01% 519
2024
Q3 		$392K Buy
16,243
+197
+1% +$4.62K 0.02% 518
2024
Q2 		$372K Hold
16,046
– – 0.02% 512
2024
Q1 		$361K Sell
16,046
-8,265
-34% -$181K 0.02% 534
2023
Q4 		$517K Sell
24,311
-19,845
-45% -$403K 0.03% 339
2023
Q3 		$869K Buy
44,156
+14,291
+48% +$289K 0.06% 214
2023
Q2 		$603K Sell
29,865
-4,439
-13% -$85.9K 0.04% 293
2023
Q1 		$650K Buy
+34,304
New +$637K 0.04% 273

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
FL
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

Avior Wealth Management's BUFG Position: Q2 2026 in Review

Avior Wealth Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026, closing a stake of 15,813 shares — an estimated $425K sold.

Avior Wealth Management first reported a position in BUFG in Q1 2023 and held it in 13 quarters. The position peaked at $869K in Q3 2023. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Avior Wealth Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 15,813 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $425K.
  • Avior Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2023 and held it in 13 quarters.
  • Avior Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $869K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.