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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
Q2 		$326K Hold
11,115
– – 0.02% 175
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Crewe Advisors's BUFG Position: Q2 2026 in Review

Crewe Advisors held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q2 2026 at 11,115 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #175.

Crewe Advisors first reported a position in BUFG in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Crewe Advisors held 11,115 shares of FT Vest Buffered Allocation Growth ETF worth $326K as of Q2 2026.
  • Crewe Advisors left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q2 2026.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #175 holding.
  • Crewe Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.