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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BUFG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2026: 1,279 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in BUFG as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in BUFG in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2023. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,279 shares of FT Vest Buffered Allocation Growth ETF worth $34.4K as of Q1 2026.
FT Vest Buffered Allocation Growth ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #462 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and has held it in 15 quarters since.
Guardian Wealth Advisors (North Carolina)'s FT Vest Buffered Allocation Growth ETF position peaked at $1.14M in Q2 2023.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.