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GWN Securities’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

GWN Securities’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
Q2 		– Sell
-26,084
Closed -$620K – 443
2025
Q1 		$620K Buy
+26,084
New +$641K 0.04% 405

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GWN Securities's BUFG Position: Q2 2025 in Review

GWN Securities sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2025, closing a stake of 26,084 shares — an estimated $620K sold.

GWN Securities first reported a position in BUFG in Q1 2025 and held it in 1 quarter. The position peaked at $620K in Q1 2025. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

  • GWN Securities reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 26,084 FT Vest Buffered Allocation Growth ETF shares in Q2 2025, an estimated $620K.
  • GWN Securities first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's FT Vest Buffered Allocation Growth ETF position peaked at $620K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.