Cetera Investment Advisers’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Cetera Investment Advisers’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11M	Sell	410,503 -1,498	-0.4%	-$41.2K	0.01%	1013
2025 Q4	$11.3M	Buy	412,001 +5,863	+1%	+$159K	0.01%	951
2025 Q3	$10.9M	Sell	406,138 -20,700	-5%	-$543K	0.01%	932
2025 Q2	$10.9M	Sell	426,838 -12,011	-3%	-$290K	0.02%	780
2025 Q1	$10.4M	Buy	438,849 +20,018	+5%	+$492K	0.02%	745
2024 Q4	$10.3M	Buy	418,831 +23,851	+6%	+$584K	0.02%	694
2024 Q3	$9.52M	Buy	394,980 +5,469	+1%	+$128K	0.02%	718
2024 Q2	$9.04M	Sell	389,511 -5,249	-1%	-$119K	0.02%	714
2024 Q1	$8.89M	Buy	394,760 +299,428	+314%	+$6.55M	0.02%	709
2023 Q4	$2.03M	Buy	95,332 +82,876	+665%	+$1.68M	0.02%	789
2023 Q3	$245K	Buy	+12,456	New	+$252K	﹤0.01%	1858
2023 Q2	–	Sell	-26,616	Closed	-$504K	–	2213
2023 Q1	$504K	Sell	26,616 -17,224	-39%	-$320K	﹤0.01%	1424
2022 Q4	$787K	Buy	+43,840	New	+$785K	0.01%	1109

Other funds holding BUFG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cetera Investment Advisers's BUFG Position: Q1 2026 in Review

Cetera Investment Advisers reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.36% in Q1 2026, selling an estimated $41.2K and leaving 410,503 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1013.

Cetera Investment Advisers first reported a position in BUFG in Q4 2022 and has held it in 13 quarters since. The position peaked at $11.3M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Cetera Investment Advisers held 410,503 shares of FT Vest Buffered Allocation Growth ETF worth $11M as of Q1 2026.
Cetera Investment Advisers sold 1,498 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $41.2K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1013 holding.
Cetera Investment Advisers first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and has held it in 13 quarters since.
Cetera Investment Advisers's FT Vest Buffered Allocation Growth ETF position peaked at $11.3M in Q4 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.