Concourse Financial Group Securities’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-4,197	Closed	-$105K	–	273
2024 Q4	$105K	Hold	4,197	–	–	0.01%	927
2024 Q3	$101K	Hold	4,197	–	–	0.01%	933
2024 Q2	$97.4K	Buy	4,197 +107	+3%	+$2.42K	0.01%	942
2024 Q1	$92.1K	Hold	4,090	–	–	0.01%	949
2023 Q4	$87K	Hold	4,090	–	–	0.01%	944
2023 Q3	$80.5K	Hold	4,090	–	–	0.01%	917
2023 Q2	$82.5K	Sell	4,090 -17,104	-81%	-$331K	0.01%	916
2023 Q1	$402K	Hold	21,194	–	–	0.03%	478
2022 Q4	$381K	Hold	21,194	–	–	0.03%	471
2022 Q3	$358K	Buy	21,194 +57	+0.3%	+$1.04K	0.03%	423
2022 Q2	$373K	Buy	21,137 +2,270	+12%	+$42.2K	0.03%	467
2022 Q1	$374K	Buy	+18,867	New	+$370K	0.03%	486

Other funds holding BUFG

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

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

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

GWM

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Concourse Financial Group Securities's BUFG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2025, closing a stake of 4,197 shares — an estimated $105K sold.

Concourse Financial Group Securities first reported a position in BUFG in Q1 2022 and held it in 12 quarters. The position peaked at $402K in Q1 2023. 89 funds tracked by Wall St. Rank hold BUFG as of Q1 2025.

Concourse Financial Group Securities reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 4,197 FT Vest Buffered Allocation Growth ETF shares in Q1 2025, an estimated $105K.
Concourse Financial Group Securities first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's FT Vest Buffered Allocation Growth ETF position peaked at $402K in Q1 2023.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.