Envestnet Portfolio Solutions
BUFG icon

Envestnet Portfolio Solutions’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-12,890
Closed -$307K – 1530
2025
Q1 		$307K Sell
12,890
-12,025
-48% -$295K ﹤0.01% 1282
2024
Q4 		$610K Buy
24,915
+700
+3% +$17.1K ﹤0.01% 1131
2024
Q3 		$584K Sell
24,215
-128
-0.5% -$3K ﹤0.01% 1117
2024
Q2 		$565K Sell
24,343
-869
-3% -$19.6K ﹤0.01% 1089
2024
Q1 		$568K Buy
25,212
+1,546
+7% +$33.8K ﹤0.01% 1066
2023
Q4 		$504K Buy
23,666
+1,436
+6% +$29.2K ﹤0.01% 1048
2023
Q3 		$437K Buy
+22,230
New +$450K ﹤0.01% 1043

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Portfolio Solutions's BUFG Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2025, closing a stake of 12,890 shares — an estimated $307K sold.

Envestnet Portfolio Solutions first reported a position in BUFG in Q3 2023 and held it in 7 quarters. The position peaked at $610K in Q4 2024. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,890 FT Vest Buffered Allocation Growth ETF shares in Q2 2025, an estimated $307K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's FT Vest Buffered Allocation Growth ETF position peaked at $610K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.