Cambridge Investment Research Advisors
BGLD icon

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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cambridge Investment Research Advisors's BGLD Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 16% in Q1 2026, selling an estimated $660K and leaving 191,272 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #1226.

Cambridge Investment Research Advisors first reported a position in BGLD in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.38M in Q3 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Cambridge Investment Research Advisors held 191,272 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $3.28M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 37,057 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $660K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1226 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 13 quarters since.
  • Cambridge Investment Research Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $6.38M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.