Gateway Wealth Partners’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Gateway Wealth Partners’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	$938K	Sell	31,981 -29,245	-48%	-$840K	0.06%	318
2026 Q1	$1.64M	Buy	61,226 +33,886	+124%	+$932K	0.06%	286
2025 Q4	$752K	Sell	27,340 -802	-3%	-$21.8K	0.08%	223
2025 Q3	$758K	Buy	28,142 +7,194	+34%	+$189K	0.1%	195
2025 Q2	$535K	Sell	20,948 -2,280	-10%	-$55.1K	0.1%	192
2025 Q1	$553K	Sell	23,228 -2,477	-10%	-$60.9K	0.12%	171
2024 Q4	$630K	Sell	25,705 -2,065	-7%	-$50.5K	0.16%	139
2024 Q3	$670K	Sell	27,770 -4,865	-15%	-$114K	0.18%	119
2024 Q2	$757K	Buy	32,635 +784	+2%	+$17.7K	0.23%	101
2024 Q1	$717K	Buy	+31,851	New	+$697K	0.26%	92

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

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

Gateway Wealth Partners's BUFG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 48% in Q2 2026, selling an estimated $840K and leaving 31,981 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #318.

Gateway Wealth Partners first reported a position in BUFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q1 2026. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Gateway Wealth Partners held 31,981 shares of FT Vest Buffered Allocation Growth ETF worth $938K as of Q2 2026.
Gateway Wealth Partners sold 29,245 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $840K.
FT Vest Buffered Allocation Growth ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #318 holding.
Gateway Wealth Partners first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2024 and has held it in 10 quarters since.
Gateway Wealth Partners's FT Vest Buffered Allocation Growth ETF position peaked at $1.64M in Q1 2026.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.