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 Q2	$8K	Hold	508	–	–	﹤0.01%	1325
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 $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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $20.5B AUM 24.45% 1-Year Est. Return

Capital Analysts LLC's BGLD Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) position steady in Q2 2026 at 508 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Capital Analysts LLC first reported a position in BGLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $12K in Q3 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Capital Analysts LLC held 508 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $8K as of Q2 2026.
Capital Analysts LLC left its FT Vest Gold Strategy Quarterly Buffer ETF share count unchanged in Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1325 holding.
Capital Analysts LLC first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2023 and has held it in 12 quarters since.
Capital Analysts LLC's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $12K in Q3 2025.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.