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Global Retirement Partners’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Global Retirement 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 		$69K Buy
+2,353
New +$67.5K ﹤0.01% 2308
2025
Q4 		$64.8K Sell
2,354
-5
-0.2% -$136 ﹤0.01% 2197
2025
Q3 		$63.6K Sell
2,359
-5
-0.2% -$131 ﹤0.01% 1767
2025
Q2 		$60.4K Buy
+2,364
New +$57.1K ﹤0.01% 1670
2024
Q4 		$57.7K Buy
2,357
+1,024
+77% +$25.1K ﹤0.01% 1556
2024
Q3 		$32.1K Buy
+1,333
New +$31.3K ﹤0.01% 1765

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 22.9% 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

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

Global Retirement Partners opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026: 2,353 shares worth $69K. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BUFG as recently as Q4 2025.

Global Retirement Partners first reported a position in BUFG in Q3 2024 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Global Retirement Partners held 2,353 shares of FT Vest Buffered Allocation Growth ETF worth $69K as of Q2 2026.
  • FT Vest Buffered Allocation Growth ETF was a new Global Retirement Partners position in Q2 2026.
  • FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2308 holding.
  • Global Retirement Partners first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

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