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

Benson 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 		$30K Sell
1,024
-42,141
-98% -$1.21M 0.03% 127
2026
Q1 		$1.16M Buy
43,165
+42,086
+3,900% +$1.16M 1.59% 22
2025
Q4 		$29.7K Buy
+1,079
New +$29.3K 0.03% 108

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 22.96% 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

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

Benson Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 98% in Q2 2026, selling an estimated $1.21M and leaving 1,024 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #127.

Benson Wealth Management first reported a position in BUFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Benson Wealth Management held 1,024 shares of FT Vest Buffered Allocation Growth ETF worth $30K as of Q2 2026.
  • Benson Wealth Management sold 42,141 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $1.21M.
  • FT Vest Buffered Allocation Growth ETF made up 0.03% of Benson Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Benson Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $1.16M in Q1 2026.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.