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Centricity Wealth Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$5.37K Hold
250
– – ﹤0.01% 372
2025
Q1 		$5.25K Hold
250
– – ﹤0.01% 376
2024
Q4 		$4.59K Buy
+250
New +$5.37K ﹤0.01% 393

Other funds holding BGLD

SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Centricity Wealth Management's BGLD Position: Q2 2025 in Review

Centricity Wealth Management held its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) position steady in Q2 2025 at 250 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Centricity Wealth Management first reported a position in BGLD in Q4 2024 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold BGLD as of Q2 2025.

  • Centricity Wealth Management held 250 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $5.37K as of Q2 2025.
  • Centricity Wealth Management left its FT Vest Gold Strategy Quarterly Buffer ETF share count unchanged in Q2 2025.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #372 holding.
  • Centricity Wealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.