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 Q3	$300K	Sell	10,008 -224	-2%	-$6.66K	0.03%	184
2026 Q2	$299K	Hold	10,232	–	–	0.03%	172
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

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return

Foguth Wealth Management's BUFG Position: Q3 2026 in Review

Foguth Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 2.2% in Q3 2026, selling an estimated $6.66K and leaving 10,008 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #184.

Foguth Wealth Management first reported a position in BUFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2024. 49 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

Foguth Wealth Management held 10,008 shares of FT Vest Buffered Allocation Growth ETF worth $300K as of Q3 2026.
Foguth Wealth Management sold 224 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $6.66K.
FT Vest Buffered Allocation Growth ETF made up 0.03% of Foguth Wealth Management's portfolio in Q3 2026, its #184 holding.
Foguth Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 8 quarters since.
Foguth Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $348K in Q4 2024.
49 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.