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

FSB Premier 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	$1.42M	Sell	52,904 -543	-1%	-$14.9K	0.45%	59
2025 Q4	$1.47M	Buy	53,447 +503	+1%	+$13.7K	0.47%	59
2025 Q3	$1.43M	Hold	52,944	–	–	0.47%	58
2025 Q2	$1.35M	Sell	52,944 -2,465	-4%	-$59.6K	0.48%	59
2025 Q1	$1.32M	Hold	55,409	–	–	0.51%	55
2024 Q4	$1.36M	Buy	55,409 +1,305	+2%	+$31.9K	0.54%	46
2024 Q3	$1.3M	Buy	54,104 +225	+0.4%	+$5.28K	0.53%	47
2024 Q2	$1.25M	Buy	53,879 +5,639	+12%	+$127K	0.56%	42
2024 Q1	$1.09M	Buy	48,240 +6	+0%	+$131	0.51%	44
2023 Q4	$1.03M	Buy	48,234 +95	+0.2%	+$1.93K	0.51%	43
2023 Q3	$947K	Buy	48,139 +129	+0.3%	+$2.61K	0.53%	40
2023 Q2	$969K	Sell	48,010 -9,909	-17%	-$192K	0.53%	43
2023 Q1	$1.1M	Buy	57,919 +239	+0.4%	+$4.44K	0.61%	38
2022 Q4	$1.04M	Buy	57,680 +478	+0.8%	+$8.56K	0.57%	41
2022 Q3	$964K	Buy	57,202 +679	+1%	+$12.4K	0.56%	40
2022 Q2	$997K	Buy	56,523 +509	+0.9%	+$9.46K	0.55%	44
2022 Q1	$1.07M	Buy	56,014 +6,056	+12%	+$119K	0.53%	41
2021 Q4	$1.01M	Buy	+49,958	New	+$1.01M	0.42%	43

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

FSB Premier Wealth Management's BUFG Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1% in Q1 2026, selling an estimated $14.9K and leaving 52,904 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #59.

FSB Premier Wealth Management first reported a position in BUFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

FSB Premier Wealth Management held 52,904 shares of FT Vest Buffered Allocation Growth ETF worth $1.42M as of Q1 2026.
FSB Premier Wealth Management sold 543 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $14.9K.
FT Vest Buffered Allocation Growth ETF made up 0.45% of FSB Premier Wealth Management's portfolio in Q1 2026, its #59 holding.
FSB Premier Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 18 quarters since.
FSB Premier Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $1.47M in Q4 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.