FreeGulliver LLC’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

FreeGulliver LLC’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	$7.06M	Sell	240,658 -12,975	-5%	-$372K	2.49%	10
2026 Q1	$6.81M	Sell	253,633 -9,150	-3%	-$252K	2.87%	8
2025 Q4	$7.23M	Sell	262,783 -17,052	-6%	-$463K	2.66%	9
2025 Q3	$7.54M	Sell	279,835 -48,678	-15%	-$1.28M	3.36%	8
2025 Q2	$8.39M	Sell	328,513 -3,870	-1%	-$93.5K	3.83%	6
2025 Q1	$7.91M	Buy	332,383 +76,377	+30%	+$1.88M	3.9%	4
2024 Q4	$6.27M	Buy	256,006 +47,849	+23%	+$1.17M	2.99%	8
2024 Q3	$5.02M	Buy	208,157 +6,865	+3%	+$161K	2.98%	8
2024 Q2	$4.67M	Buy	201,292 +71,290	+55%	+$1.61M	3.19%	8
2024 Q1	$2.93M	Buy	130,002 +65,836	+103%	+$1.44M	2.6%	8
2023 Q4	$1.37M	Buy	+64,166	New	+$1.3M	1.81%	11

Other funds holding BUFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

FreeGulliver LLC's BUFG Position: Q2 2026 in Review

FreeGulliver LLC reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 5.1% in Q2 2026, selling an estimated $372K and leaving 240,658 shares worth $7.06M. The position accounts for 2.49% of the portfolio, ranked #10.

FreeGulliver LLC first reported a position in BUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.39M in Q2 2025. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

FreeGulliver LLC held 240,658 shares of FT Vest Buffered Allocation Growth ETF worth $7.06M as of Q2 2026.
FreeGulliver LLC sold 12,975 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $372K.
FT Vest Buffered Allocation Growth ETF made up 2.49% of FreeGulliver LLC's portfolio in Q2 2026, its #10 holding.
FreeGulliver LLC first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 11 quarters since.
FreeGulliver LLC's FT Vest Buffered Allocation Growth ETF position peaked at $8.39M in Q2 2025.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on FreeGulliver LLC's 13F filing for Q2 2026, filed 11 Aug 2026.