Axxcess Wealth Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Axxcess Wealth Management’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Buy	+19,394	New	+$332K	0.01%	843
2026 Q1	–	Sell	-13,341	Closed	-$228K	–	438
2025 Q4	$228K	Hold	13,341	–	–	﹤0.01%	950
2025 Q3	$318K	Hold	13,341	–	–	0.01%	740
2025 Q2	$286K	Hold	13,341	–	–	0.01%	727
2025 Q1	$280K	Hold	13,341	–	–	0.01%	707
2024 Q4	$245K	Buy	+13,341	New	+$287K	0.01%	736

Other funds holding BGLD

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Axxcess Wealth Management's BGLD Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 19,394 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BGLD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BGLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $318K in Q3 2025. 20 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Axxcess Wealth Management held 19,394 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $316K as of Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new Axxcess Wealth Management position in Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #843 holding.
Axxcess Wealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and has held it in 6 quarters since.
Axxcess Wealth Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $318K in Q3 2025.
20 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.