Csenge Advisory Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Csenge Advisory Group’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	18,413 +7,847	+74%	+$134K	0.01%	599
2026 Q1	$181K	Sell	10,566 -206	-2%	-$3.67K	0.01%	721
2025 Q4	$184K	Buy	10,772 +742	+7%	+$17.8K	0.01%	692
2025 Q3	$239K	Sell	10,030 -51	-0.5%	-$1.14K	0.01%	613
2025 Q2	$215K	Sell	10,081 -317	-3%	-$6.76K	0.01%	646
2025 Q1	$221K	Buy	+10,398	New	+$206K	0.01%	613
2024 Q4	–	Sell	-11,671	Closed	-$267K	–	699
2024 Q3	$267K	Sell	11,671 -707	-6%	-$15.2K	0.01%	592
2024 Q2	$252K	Sell	12,378 -21,639	-64%	-$438K	0.01%	560
2024 Q1	$670K	Sell	34,017 -1,756	-5%	-$33K	0.04%	352
2023 Q4	$673K	Sell	35,773 -1,136	-3%	-$22.1K	0.04%	321
2023 Q3	$702K	Sell	36,909 -442	-1%	-$8.66K	0.05%	290
2023 Q2	$732K	Buy	37,351 +10,781	+41%	+$213K	0.05%	279
2023 Q1	$517K	Buy	26,570 +1,204	+5%	+$22.8K	0.04%	337
2022 Q4	$466K	Sell	25,366 -1,067	-4%	-$18.9K	0.04%	365
2022 Q3	$456K	Sell	26,433 -508	-2%	-$9K	0.04%	357
2022 Q2	$495K	Sell	26,941 -685	-2%	-$13K	0.04%	339
2022 Q1	$537K	Buy	+27,626	New	+$530K	0.04%	364
2021 Q4	–	Sell	-34,374	Closed	-$644K	–	552
2021 Q3	$644K	Buy	+34,374	New	+$659K	0.05%	311

Other funds holding BGLD

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Csenge Advisory Group's BGLD Position: Q2 2026 in Review

Csenge Advisory Group increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 74% in Q2 2026, buying an estimated $134K and bringing the position to 18,413 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #599.

Csenge Advisory Group first reported a position in BGLD in Q3 2021 and has held it in 18 quarters since. The position peaked at $732K in Q2 2023. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Csenge Advisory Group held 18,413 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $300K as of Q2 2026.
Csenge Advisory Group bought 7,847 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $134K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #599 holding.
Csenge Advisory Group first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2021 and has held it in 18 quarters since.
Csenge Advisory Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $732K in Q2 2023.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.