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CreativeOne Wealth’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

CreativeOne Wealth’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 		$442K Buy
16,441
+399
+2% +$11K 0.01% 855
2025
Q4 		$441K Buy
16,042
+787
+5% +$21.4K 0.01% 830
2025
Q3 		$411K Buy
15,255
+2,345
+18% +$61.5K 0.01% 834
2025
Q2 		$330K Buy
12,910
+430
+3% +$10.4K 0.01% 888
2025
Q1 		$297K Buy
12,480
+527
+4% +$12.9K 0.01% 877
2024
Q4 		$293K Buy
11,953
+2,740
+30% +$67K 0.01% 888
2024
Q3 		$222K Buy
+9,213
New +$216K 0.01% 874

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

CreativeOne Wealth's BUFG Position: Q1 2026 in Review

CreativeOne Wealth increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 2.5% in Q1 2026, buying an estimated $11K and bringing the position to 16,441 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #855.

CreativeOne Wealth first reported a position in BUFG in Q3 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • CreativeOne Wealth held 16,441 shares of FT Vest Buffered Allocation Growth ETF worth $442K as of Q1 2026.
  • CreativeOne Wealth bought 399 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $11K.
  • FT Vest Buffered Allocation Growth ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #855 holding.
  • CreativeOne Wealth first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.