Financial Network Wealth Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Financial Network Wealth Advisors’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 Q1	$20K	Buy	1,166 +166	+17%	+$2.96K	0.02%	388
2025 Q4	$17.1K	Hold	1,000	–	–	0.02%	405
2025 Q3	$23.8K	Hold	1,000	–	–	0.03%	357
2025 Q2	$21.5K	Buy	+1,000	New	+$21.3K	0.03%	352
2024 Q4	–	Sell	-1,000	Closed	-$22.6K	–	519
2024 Q3	$22.6K	Hold	1,000	–	–	0.02%	355
2024 Q2	$20.4K	Buy	+1,000	New	+$20.2K	0.02%	405

Other funds holding BGLD

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

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Financial Network Wealth Advisors's BGLD Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 17% in Q1 2026, buying an estimated $2.96K and bringing the position to 1,166 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #388.

Financial Network Wealth Advisors first reported a position in BGLD in Q2 2024 and has held it in 6 quarters since. The position peaked at $23.8K in Q3 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

Financial Network Wealth Advisors held 1,166 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $20K as of Q1 2026.
Financial Network Wealth Advisors bought 166 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $2.96K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #388 holding.
Financial Network Wealth Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2024 and has held it in 6 quarters since.
Financial Network Wealth Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $23.8K in Q3 2025.
32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.