GWANC
BUFG icon

Guardian Wealth Advisors (North Carolina)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-1,279
Closed -$34.4K – 400
2026
Q1 		$34.4K Buy
+1,279
New +$35.2K ﹤0.01% 462
2025
Q3 		– Sell
-8,232
Closed -$210K – 369
2025
Q2 		$210K Sell
8,232
-740
-8% -$17.9K 0.01% 323
2025
Q1 		$213K Sell
8,972
-1,539
-15% -$37.8K 0.02% 301
2024
Q4 		$258K Sell
10,511
-2,418
-19% -$59.2K 0.02% 271
2024
Q3 		$312K Sell
12,929
-600
-4% -$14.1K 0.03% 208
2024
Q2 		$314K Sell
13,529
-15,273
-53% -$345K 0.04% 197
2024
Q1 		$649K Sell
28,802
-13,540
-32% -$296K 0.08% 130
2023
Q4 		$901K Sell
42,342
-10,882
-20% -$221K 0.14% 95
2023
Q3 		$1.05M Sell
53,224
-3,333
-6% -$67.5K 0.18% 75
2023
Q2 		$1.14M Sell
56,557
-2,466
-4% -$47.7K 0.2% 71
2023
Q1 		$1.12M Buy
59,023
+4,986
+9% +$92.6K 0.2% 65
2022
Q4 		$971K Sell
54,037
-121
-0.2% -$2.17K 0.19% 69
2022
Q3 		$914K Buy
54,158
+8,490
+19% +$155K 0.17% 68
2022
Q2 		$806K Buy
45,668
+13,151
+40% +$244K 0.15% 75
2022
Q1 		$645K Buy
+32,517
New +$638K 0.28% 64

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
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BUFG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026, closing a stake of 1,279 shares — an estimated $34.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BUFG in Q1 2022 and held it in 15 quarters. The position peaked at $1.14M in Q2 2023. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,279 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $34.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 15 quarters.
  • Guardian Wealth Advisors (North Carolina)'s FT Vest Buffered Allocation Growth ETF position peaked at $1.14M in Q2 2023.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.