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

Foguth 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 		$300K Sell
10,232
-35
-0.3% -$963 0.04% 161
2025
Q4 		$283K Buy
+10,267
New +$279K 0.04% 135
2025
Q2 		$263K Sell
10,296
-3,597
-26% -$86.9K 0.06% 120
2025
Q1 		$330K Sell
13,893
-9
-0.1% -$221 0.08% 111
2024
Q4 		$348K Buy
13,902
+965
+7% +$23.6K 0.09% 107
2024
Q3 		$311K Buy
+12,937
New +$303K 0.11% 98

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

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

Foguth Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.34% in Q1 2026, selling an estimated $963 and leaving 10,232 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #161.

Foguth Wealth Management first reported a position in BUFG in Q3 2024 and has held it in 6 quarters since. The position peaked at $348K in Q4 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Foguth Wealth Management held 10,232 shares of FT Vest Buffered Allocation Growth ETF worth $300K as of Q1 2026.
  • Foguth Wealth Management sold 35 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $963.
  • FT Vest Buffered Allocation Growth ETF made up 0.04% of Foguth Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Foguth Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Foguth Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $348K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.