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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
Q2 		$1.41M Sell
48,136
-4,768
-9% -$137K 0.4% 68
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

FSB Premier Wealth Management's BUFG Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 9% in Q2 2026, selling an estimated $137K and leaving 48,136 shares worth $1.41M. The position accounts for 0.4% of the portfolio, ranked #68.

FSB Premier Wealth Management first reported a position in BUFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2025. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • FSB Premier Wealth Management held 48,136 shares of FT Vest Buffered Allocation Growth ETF worth $1.41M as of Q2 2026.
  • FSB Premier Wealth Management sold 4,768 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $137K.
  • FT Vest Buffered Allocation Growth ETF made up 0.4% of FSB Premier Wealth Management's portfolio in Q2 2026, its #68 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • FSB Premier Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $1.47M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.