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 Q2	$422K	Buy	+14,412	New	+$414K	0.26%	105

Other funds holding BUFG

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

BAM Wealth Management opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026: 14,412 shares worth $422K. The stake represents 0.26% of the portfolio and ranks #105 among its holdings.

14 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

BAM Wealth Management held 14,412 shares of FT Vest Buffered Allocation Growth ETF worth $422K as of Q2 2026.
FT Vest Buffered Allocation Growth ETF was a new BAM Wealth Management position in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up 0.26% of BAM Wealth Management's portfolio in Q2 2026, its #105 holding.
14 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.