GVAG
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Great Valley Advisor Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Great Valley Advisor Group’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
Q1 		$915K Sell
34,050
-4,327
-11% -$119K 0.02% 528
2025
Q4 		$1.06M Buy
+38,377
New +$1.04M 0.02% 471

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Great Valley Advisor Group's BUFG Position: Q1 2026 in Review

Great Valley Advisor Group reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 11% in Q1 2026, selling an estimated $119K and leaving 34,050 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #528.

Great Valley Advisor Group first reported a position in BUFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Great Valley Advisor Group held 34,050 shares of FT Vest Buffered Allocation Growth ETF worth $915K as of Q1 2026.
  • Great Valley Advisor Group sold 4,327 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $119K.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #528 holding.
  • Great Valley Advisor Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Great Valley Advisor Group's FT Vest Buffered Allocation Growth ETF position peaked at $1.06M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.