EWM
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Evolution Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Evolution Wealth Management’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 		$26.6K Hold
989
– – 0.02% 378
2025
Q4 		$27.2K Buy
989
+69
+8% +$1.88K 0.02% 319
2025
Q3 		$24.8K Hold
920
– – 0.03% 274
2025
Q2 		$23.5K Buy
+920
New +$22.2K 0.03% 262

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

Evolution Wealth Management's BUFG Position: Q1 2026 in Review

Evolution Wealth Management held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 989 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #378.

Evolution Wealth Management first reported a position in BUFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.2K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Evolution Wealth Management held 989 shares of FT Vest Buffered Allocation Growth ETF worth $26.6K as of Q1 2026.
  • Evolution Wealth Management left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #378 holding.
  • Evolution Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $27.2K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.