Financial Guidance Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Financial Guidance Group’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	$822K	Hold	28,037	–	–	0.31%	51
2026 Q1	$753K	Hold	28,037	–	–	0.3%	51
2025 Q4	$772K	Hold	28,037	–	–	0.32%	50
2025 Q3	$755K	Sell	28,037 -1,815	-6%	-$47.6K	0.34%	47
2025 Q2	$762K	Sell	29,852 -625	-2%	-$15.1K	0.37%	47
2025 Q1	$725K	Sell	30,477 -2,372	-7%	-$58.3K	0.39%	41
2024 Q4	$805K	Sell	32,849 -1,550	-5%	-$37.9K	0.44%	41
2024 Q3	$829K	Sell	34,399 -5,495	-14%	-$129K	0.48%	39
2024 Q2	$926K	Sell	39,894 -10,130	-20%	-$229K	0.57%	37
2024 Q1	$1.13M	Buy	50,024 +1,645	+3%	+$36K	0.73%	26
2023 Q4	$1.03M	Buy	48,379 +10,850	+29%	+$220K	0.72%	27
2023 Q3	$738K	Buy	37,529 +3,125	+9%	+$63.3K	0.56%	26
2023 Q2	$694K	Buy	34,404 +4,217	+14%	+$81.6K	0.51%	28
2023 Q1	$572K	Buy	30,187 +9,190	+44%	+$171K	0.44%	28
2022 Q4	$377K	Buy	20,997 +8,997	+75%	+$161K	0.31%	39
2022 Q3	$202K	Buy	+12,000	New	+$219K	0.16%	47

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Financial Guidance Group's BUFG Position: Q2 2026 in Review

Financial Guidance Group held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q2 2026 at 28,037 shares worth $822K. The position accounts for 0.31% of the portfolio, ranked #51.

Financial Guidance Group first reported a position in BUFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.13M in Q1 2024. 36 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Financial Guidance Group held 28,037 shares of FT Vest Buffered Allocation Growth ETF worth $822K as of Q2 2026.
Financial Guidance Group left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up 0.31% of Financial Guidance Group's portfolio in Q2 2026, its #51 holding.
Financial Guidance Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2022 and has held it in 16 quarters since.
Financial Guidance Group's FT Vest Buffered Allocation Growth ETF position peaked at $1.13M in Q1 2024.
36 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.