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

Black Point 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
2025 Q2	$236K	Sell	9,255 -20,495	-69%	-$495K	6.76%	5
2025 Q1	$708K	Sell	29,750 -37,206	-56%	-$914K	4.09%	6
2024 Q4	$1.64M	Buy	66,956 +22,536	+51%	+$551K	1.9%	8
2024 Q3	$1.07M	Buy	44,420 +19,095	+75%	+$448K	1.24%	11
2024 Q2	$588K	Buy	+25,325	New	+$573K	0.61%	19

Other funds holding BUFG

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $413M AUM 16.15% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return