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Cetera Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Cetera 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
2024
Q1 		$489K Buy
24,815
+1,922
+8% +$36.2K ﹤0.01% 1621
2023
Q4 		$431K Sell
22,893
-10,108
-31% -$196K 0.01% 1213
2023
Q3 		$628K Buy
33,001
+377
+1% +$7.38K 0.01% 937
2023
Q2 		$639K Buy
+32,624
New +$645K 0.01% 927

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Cetera Advisors's BGLD Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 8.4% in Q1 2024, buying an estimated $36.2K and bringing the position to 24,815 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Cetera Advisors first reported a position in BGLD in Q2 2023 and has held it in 4 quarters since. The position peaked at $639K in Q2 2023. 21 funds tracked by Wall St. Rank hold BGLD as of Q1 2024.

  • Cetera Advisors held 24,815 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $489K as of Q1 2024.
  • Cetera Advisors bought 1,922 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2024, an estimated $36.2K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1621 holding.
  • Cetera Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $639K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.