Commonwealth Equity Services’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Commonwealth Equity Services’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 Q3	$499K	Sell	30,578 -1,217	-4%	-$20.4K	﹤0.01%	3261
2026 Q2	$518K	Buy	31,795 +606	+2%	+$10.4K	﹤0.01%	3288
2026 Q1	$535K	Buy	31,189 +704	+2%	+$12.5K	﹤0.01%	3160
2025 Q4	$522K	Buy	30,485 +6,440	+27%	+$154K	﹤0.01%	3149
2025 Q3	$573K	Sell	24,045 -1,426	-6%	-$31.7K	﹤0.01%	3064
2025 Q2	$547K	Buy	25,471 +2,530	+11%	+$54K	﹤0.01%	3070
2025 Q1	$482K	Buy	+22,941	New	+$454K	﹤0.01%	3052
2023 Q1	–	Sell	-222,098	Closed	-$4.08M	–	3780
2022 Q4	$4.08M	Sell	222,098 -6,932	-3%	-$123K	0.01%	1080
2022 Q3	$3.95M	Buy	229,030 +211,802	+1,229%	+$3.75M	0.01%	1021
2022 Q2	$316K	Buy	+17,228	New	+$326K	﹤0.01%	2791
2022 Q1	–	Sell	-151,883	Closed	-$2.87M	–	3711
2021 Q4	$2.87M	Buy	+151,883	New	+$2.87M	0.01%	1253

Other funds holding BGLD

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Commonwealth Equity Services's BGLD Position: Q3 2026 in Review

Commonwealth Equity Services reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 3.8% in Q3 2026, selling an estimated $20.4K and leaving 30,578 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Commonwealth Equity Services first reported a position in BGLD in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.08M in Q4 2022. 10 funds tracked by Wall St. Rank hold BGLD as of Q3 2026.

Commonwealth Equity Services held 30,578 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $499K as of Q3 2026.
Commonwealth Equity Services sold 1,217 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q3 2026, an estimated $20.4K.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3261 holding.
Commonwealth Equity Services first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2021 and has held it in 11 quarters since.
Commonwealth Equity Services's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $4.08M in Q4 2022.
10 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.