Capital Analysts LLC’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Capital Analysts LLC’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	$9K	Hold	508	–	–	﹤0.01%	1265
2025 Q4	$9K	Hold	508	–	–	﹤0.01%	1256
2025 Q3	$12K	Hold	508	–	–	﹤0.01%	1164
2025 Q2	$11K	Hold	508	–	–	﹤0.01%	1122
2025 Q1	$11K	Hold	508	–	–	﹤0.01%	1105
2024 Q4	$9K	Hold	508	–	–	﹤0.01%	1068
2024 Q3	$11K	Hold	508	–	–	﹤0.01%	1009
2024 Q2	$10K	Hold	508	–	–	﹤0.01%	954
2024 Q1	$10K	Hold	508	–	–	﹤0.01%	919
2023 Q4	$10K	Hold	508	–	–	﹤0.01%	898
2023 Q3	$10K	Buy	+508	New	+$9.95K	﹤0.01%	876

Other funds holding BGLD

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

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Capital Analysts LLC's BGLD Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) position steady in Q1 2026 at 508 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Capital Analysts LLC first reported a position in BGLD in Q3 2023 and has held it in 11 quarters since. The position peaked at $12K in Q3 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

Capital Analysts LLC held 508 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $9K as of Q1 2026.
Capital Analysts LLC left its FT Vest Gold Strategy Quarterly Buffer ETF share count unchanged in Q1 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1265 holding.
Capital Analysts LLC first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2023 and has held it in 11 quarters since.
Capital Analysts LLC's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $12K in Q3 2025.
32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.