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 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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FreeGulliver LLC's BUFG Position: Q1 2026 in Review

FreeGulliver LLC reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 3.5% in Q1 2026, selling an estimated $252K and leaving 253,633 shares worth $6.81M. The position accounts for 2.87% of the portfolio, ranked #8.

FreeGulliver LLC first reported a position in BUFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.39M in Q2 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

FreeGulliver LLC held 253,633 shares of FT Vest Buffered Allocation Growth ETF worth $6.81M as of Q1 2026.
FreeGulliver LLC sold 9,150 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $252K.
FT Vest Buffered Allocation Growth ETF made up 2.87% of FreeGulliver LLC's portfolio in Q1 2026, its #8 holding.
FreeGulliver LLC first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and has held it in 10 quarters since.
FreeGulliver LLC's FT Vest Buffered Allocation Growth ETF position peaked at $8.39M in Q2 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on FreeGulliver LLC's 13F filing for Q1 2026, filed 15 May 2026.