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

Financial Network Wealth 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	$516K	Sell	19,227 -1,913	-9%	-$52.6K	0.53%	29
2025 Q4	$582K	Sell	21,140 -897	-4%	-$24.4K	0.61%	29
2025 Q3	$594K	Sell	22,037 -631	-3%	-$16.6K	0.65%	26
2025 Q2	$579K	Sell	22,668 -10	-0%	-$242	0.7%	24
2025 Q1	$539K	Buy	22,678 +5,286	+30%	+$130K	0.71%	25
2024 Q4	$426K	Sell	17,392 -18,561	-52%	-$454K	0.79%	21
2024 Q3	$867K	Buy	35,953 +1,413	+4%	+$33.1K	0.72%	29
2024 Q2	$801K	Buy	34,540 +14,295	+71%	+$323K	0.6%	38
2024 Q1	$456K	Buy	20,245 +2,241	+12%	+$49K	0.45%	62
2023 Q4	$383K	Buy	+18,004	New	+$366K	0.41%	65

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

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

Financial Network Wealth Advisors reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 9% in Q1 2026, selling an estimated $52.6K and leaving 19,227 shares worth $516K. The position accounts for 0.53% of the portfolio, ranked #29.

Financial Network Wealth Advisors first reported a position in BUFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $867K in Q3 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Financial Network Wealth Advisors held 19,227 shares of FT Vest Buffered Allocation Growth ETF worth $516K as of Q1 2026.
Financial Network Wealth Advisors sold 1,913 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $52.6K.
FT Vest Buffered Allocation Growth ETF made up 0.53% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Financial Network Wealth Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $867K in Q3 2024.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

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