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Crewe Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Crewe Advisors’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 		$299K Hold
11,115
– – 0.03% 172
2025
Q4 		$306K Hold
11,115
– – 0.03% 171
2025
Q3 		$299K Sell
11,115
-382
-3% -$10K 0.03% 165
2025
Q2 		$294K Buy
+11,497
New +$278K 0.04% 122

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

Crewe Advisors's BUFG Position: Q1 2026 in Review

Crewe Advisors held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 11,115 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #172.

Crewe Advisors first reported a position in BUFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $306K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Crewe Advisors held 11,115 shares of FT Vest Buffered Allocation Growth ETF worth $299K as of Q1 2026.
  • Crewe Advisors left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
  • FT Vest Buffered Allocation Growth ETF made up 0.03% of Crewe Advisors's portfolio in Q1 2026, its #172 holding.
  • Crewe Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Crewe Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $306K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.