Commonwealth Equity Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Commonwealth Equity Services’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	$28.2M	Buy	1,049,093 +28,162	+3%	+$775K	0.04%	444
2025 Q4	$28.1M	Buy	1,020,931 +36,649	+4%	+$996K	0.04%	445
2025 Q3	$26.5M	Sell	984,282 -58,922	-6%	-$1.55M	0.03%	470
2025 Q2	$26.6M	Buy	1,043,204 +5,358	+0.5%	+$130K	0.04%	479
2025 Q1	$24.7M	Buy	1,037,846 +71,917	+7%	+$1.77M	0.03%	489
2024 Q4	$23.7M	Buy	965,929 +4,420	+0.5%	+$108K	0.03%	471
2024 Q3	$23.2M	Sell	961,509 -16,913	-2%	-$397K	0.04%	477
2024 Q2	$22.7M	Buy	978,422 +124,725	+15%	+$2.82M	0.04%	456
2024 Q1	$19.2M	Buy	853,697 +121,352	+17%	+$2.65M	0.03%	505
2023 Q4	$15.6M	Buy	732,345 +8,711	+1%	+$177K	0.03%	539
2023 Q3	$14.2M	Sell	723,634 -19,720	-3%	-$399K	0.03%	541
2023 Q2	$15M	Sell	743,354 -194,873	-21%	-$3.77M	0.03%	521
2023 Q1	$17.8K	Buy	938,227 +25,882	+3%	+$480K	0.04%	432
2022 Q4	$16.4M	Sell	912,345 -124,072	-12%	-$2.22M	0.04%	427
2022 Q3	$17.5M	Buy	1,036,417 +76,533	+8%	+$1.4M	0.05%	376
2022 Q2	$16.9M	Buy	959,884 +71,525	+8%	+$1.33M	0.04%	382
2022 Q1	$17.6M	Buy	888,359 +729,386	+459%	+$14.3M	0.04%	413
2021 Q4	$3.23M	Buy	+158,973	New	+$3.2M	0.01%	1172

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Commonwealth Equity Services's BUFG Position: Q1 2026 in Review

Commonwealth Equity Services increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 2.8% in Q1 2026, buying an estimated $775K and bringing the position to 1,049,093 shares worth $28.2M. The position accounts for 0.04% of the portfolio, ranked #444.

Commonwealth Equity Services first reported a position in BUFG in Q4 2021 and has held it in 18 quarters since. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Commonwealth Equity Services held 1,049,093 shares of FT Vest Buffered Allocation Growth ETF worth $28.2M as of Q1 2026.
Commonwealth Equity Services bought 28,162 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $775K.
FT Vest Buffered Allocation Growth ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q1 2026, its #444 holding.
Commonwealth Equity Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 18 quarters since.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.