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

DHJJ Financial 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	$496K	Sell	18,457 -100	-0.5%	-$2.75K	0.16%	105
2025 Q4	$511K	Sell	18,557 -1,085	-6%	-$29.5K	0.17%	100
2025 Q3	$529K	Sell	19,642 -1,020	-5%	-$26.8K	0.18%	96
2025 Q2	$528K	Buy	20,662 +31	+0.2%	+$749	0.19%	91
2025 Q1	$491K	Sell	20,631 -1,825	-8%	-$44.8K	0.2%	89
2024 Q4	$550K	Hold	22,456	–	–	0.21%	83
2024 Q3	$541K	Sell	22,456 -295	-1%	-$6.92K	0.21%	84
2024 Q2	$528K	Sell	22,751 -710	-3%	-$16.1K	0.22%	82
2024 Q1	$528K	Sell	23,461 -150	-0.6%	-$3.28K	0.23%	76
2023 Q4	$502K	Sell	23,611 -80	-0.3%	-$1.62K	0.23%	76
2023 Q3	$466K	Sell	23,691 -350	-1%	-$7.09K	0.24%	77
2023 Q2	$485K	Sell	24,041 -245	-1%	-$4.74K	0.25%	79
2023 Q1	$460K	Sell	24,286 -2,600	-10%	-$48.3K	0.25%	82
2022 Q4	$452K	Sell	26,886 -8,950	-25%	-$160K	0.26%	83
2022 Q3	$605K	Sell	35,836 -95	-0.3%	-$1.73K	0.35%	63
2022 Q2	$634K	Buy	35,931 +5,895	+20%	+$110K	0.35%	60
2022 Q1	$601K	Buy	30,036 +6,240	+26%	+$122K	0.29%	68
2021 Q4	$489K	Buy	+23,796	New	+$479K	0.23%	78

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

DHJJ Financial Advisors's BUFG Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.54% in Q1 2026, selling an estimated $2.75K and leaving 18,457 shares worth $496K. The position accounts for 0.16% of the portfolio, ranked #105.

DHJJ Financial Advisors first reported a position in BUFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $634K in Q2 2022. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

DHJJ Financial Advisors held 18,457 shares of FT Vest Buffered Allocation Growth ETF worth $496K as of Q1 2026.
DHJJ Financial Advisors sold 100 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $2.75K.
FT Vest Buffered Allocation Growth ETF made up 0.16% of DHJJ Financial Advisors's portfolio in Q1 2026, its #105 holding.
DHJJ Financial Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 18 quarters since.
DHJJ Financial Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $634K in Q2 2022.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.