Cambridge Investment Research Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Cambridge Investment Research Advisors’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 Q2	$2.25M	Sell	137,937 -53,335	-28%	-$912K	0.01%	1595
2026 Q1	$3.28M	Sell	191,272 -37,057	-16%	-$660K	0.01%	1226
2025 Q4	$3.91M	Sell	228,329 -39,569	-15%	-$948K	0.01%	1065
2025 Q3	$6.38M	Buy	267,898 +4,765	+2%	+$106K	0.02%	773
2025 Q2	$5.65M	Buy	263,133 +132,331	+101%	+$2.82M	0.02%	789
2025 Q1	$2.75M	Sell	130,802 -2,229	-2%	-$44.1K	0.01%	1160
2024 Q4	$2.44M	Buy	133,031 +113,365	+576%	+$2.44M	0.01%	1220
2024 Q3	$444K	Buy	19,666 +9,011	+85%	+$194K	﹤0.01%	2500
2024 Q2	$217K	Sell	10,655 -3,073	-22%	-$62.2K	﹤0.01%	2965
2024 Q1	$271K	Sell	13,728 -7,193	-34%	-$135K	﹤0.01%	2782
2023 Q4	$394K	Buy	+20,921	New	+$406K	﹤0.01%	2387
2022 Q2	–	Sell	-13,760	Closed	-$268K	–	3058
2022 Q1	$268K	Buy	13,760 +1,428	+12%	+$27.4K	﹤0.01%	2638
2021 Q4	$233K	Hold	12,332	–	–	﹤0.01%	2744
2021 Q3	$231K	Buy	+12,332	New	+$237K	﹤0.01%	2683

Other funds holding BGLD

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Cambridge Investment Research Advisors's BGLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 28% in Q2 2026, selling an estimated $912K and leaving 137,937 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1595.

Cambridge Investment Research Advisors first reported a position in BGLD in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.38M in Q3 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Cambridge Investment Research Advisors held 137,937 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $2.25M as of Q2 2026.
Cambridge Investment Research Advisors sold 53,335 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $912K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1595 holding.
Cambridge Investment Research Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2021 and has held it in 14 quarters since.
Cambridge Investment Research Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $6.38M in Q3 2025.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.