GRP
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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Global Retirement Partners's BUFG Position: Q4 2025 in Review

Global Retirement Partners reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.21% in Q4 2025, selling an estimated $136 and leaving 2,354 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Global Retirement Partners first reported a position in BUFG in Q3 2024 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold BUFG as of Q4 2025.

  • Global Retirement Partners held 2,354 shares of FT Vest Buffered Allocation Growth ETF worth $64.8K as of Q4 2025.
  • Global Retirement Partners sold 5 FT Vest Buffered Allocation Growth ETF shares in Q4 2025, an estimated $136.
  • FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2197 holding.
  • Global Retirement Partners first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.