Global Retirement Partners’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Global Retirement Partners’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$912	Buy	+56	New	+$957	﹤0.01%	4204
2025 Q4	$975	Hold	57	–	–	﹤0.01%	3891
2025 Q3	$1.36K	Buy	+57	New	+$1.27K	﹤0.01%	3436

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Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Global Retirement Partners's BGLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 56 shares worth $912. The stake represents ﹤0.01% of the portfolio and ranks #4204 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BGLD as recently as Q4 2025.

Global Retirement Partners first reported a position in BGLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36K in Q3 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Global Retirement Partners held 56 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $912 as of Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new Global Retirement Partners position in Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4204 holding.
Global Retirement Partners first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2025 and has held it in 3 quarters since.
Global Retirement Partners's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $1.36K in Q3 2025.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.