BAM Wealth Management
BUFG icon

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

BAM 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
Q3 		$485K Buy
16,207
+1,795
+12% +$53.3K 0.26% 98
2026
Q2 		$422K Buy
+14,412
New +$414K 0.26% 105

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LPL Financial
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FreeGulliver LLC
FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return

BAM Wealth Management's BUFG Position: Q3 2026 in Review

BAM Wealth Management increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 12% in Q3 2026, buying an estimated $53.3K and bringing the position to 16,207 shares worth $485K. The position accounts for 0.26% of the portfolio, ranked #98.

BAM Wealth Management first reported a position in BUFG in Q2 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

  • BAM Wealth Management held 16,207 shares of FT Vest Buffered Allocation Growth ETF worth $485K as of Q3 2026.
  • BAM Wealth Management bought 1,795 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $53.3K.
  • FT Vest Buffered Allocation Growth ETF made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #98 holding.
  • BAM Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.