Clear Creek Financial Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Clear Creek Financial Management’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 Q2	$555K	Sell	18,925 -275	-1%	-$7.89K	0.04%	387
2026 Q1	$516K	Sell	19,200 -3,400	-15%	-$93.6K	0.04%	385
2025 Q4	$622K	Sell	22,600 -500	-2%	-$13.6K	0.05%	324
2025 Q3	$622K	Sell	23,100 -100	-0.4%	-$2.62K	0.05%	324
2025 Q2	$593K	Sell	23,200 -200	-0.9%	-$4.83K	0.06%	323
2025 Q1	$557K	Sell	23,400 -300	-1%	-$7.37K	0.06%	297
2024 Q4	$581K	Hold	23,700	–	–	0.06%	269
2024 Q3	$571K	Hold	23,700	–	–	0.06%	239
2024 Q2	$550K	Sell	23,700 -500	-2%	-$11.3K	0.07%	241
2024 Q1	$545K	Buy	24,200 +600	+3%	+$13.1K	0.07%	233
2023 Q4	$502K	Sell	23,600 -1,000	-4%	-$20.3K	0.08%	195
2023 Q3	$484K	Sell	24,600 -200	-0.8%	-$4.05K	0.08%	170
2023 Q2	$500K	Hold	24,800	–	–	0.09%	175
2023 Q1	$470K	Sell	24,800 -7,200	-23%	-$134K	0.09%	162
2022 Q4	$575K	Sell	32,000 -1,550	-5%	-$27.8K	0.13%	137
2022 Q3	$566K	Sell	33,550 -3,000	-8%	-$54.7K	0.12%	133
2022 Q2	$645K	Sell	36,550 -1,700	-4%	-$31.6K	0.14%	134
2022 Q1	$758K	Sell	38,250 -900	-2%	-$17.7K	0.12%	144
2021 Q4	$796K	Buy	+39,150	New	+$788K	0.12%	140

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Clear Creek Financial Management's BUFG Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.4% in Q2 2026, selling an estimated $7.89K and leaving 18,925 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #387.

Clear Creek Financial Management first reported a position in BUFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $796K in Q4 2021. 36 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Clear Creek Financial Management held 18,925 shares of FT Vest Buffered Allocation Growth ETF worth $555K as of Q2 2026.
Clear Creek Financial Management sold 275 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $7.89K.
FT Vest Buffered Allocation Growth ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #387 holding.
Clear Creek Financial Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 19 quarters since.
Clear Creek Financial Management's FT Vest Buffered Allocation Growth ETF position peaked at $796K in Q4 2021.
36 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.