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 Q3	–	Sell	-19,394	Closed	-$316K	–	1006
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 $726M AUM 17.08% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Axxcess Wealth Management's BGLD Position: Q3 2026 in Review

Axxcess Wealth Management sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q3 2026, closing a stake of 19,394 shares — an estimated $316K sold.

Axxcess Wealth Management first reported a position in BGLD in Q4 2024 and held it in 6 quarters. The position peaked at $318K in Q3 2025. 4 funds tracked by Wall St. Rank hold BGLD as of Q3 2026.

Axxcess Wealth Management reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 19,394 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q3 2026, an estimated $316K.
Axxcess Wealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and held it in 6 quarters.
Axxcess Wealth Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $318K in Q3 2025.
4 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.