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Harbour Investments’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Harbour Investments’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 		$325K Sell
12,101
-17,065
-59% -$470K 0.01% 1266
2025
Q4 		$803K Buy
29,166
+1,436
+5% +$39K 0.02% 675
2025
Q3 		$747K Sell
27,730
-1,817
-6% -$47.7K 0.02% 670
2025
Q2 		$755K Sell
29,547
-9,835
-25% -$238K 0.02% 623
2025
Q1 		$937K Buy
39,382
+11,226
+40% +$276K 0.03% 497
2024
Q4 		$690K Sell
28,156
-300
-1% -$7.34K 0.02% 595
2024
Q3 		$686K Sell
28,456
-99,320
-78% -$2.33M 0.02% 561
2024
Q2 		$2.96M Sell
127,776
-1,714
-1% -$38.8K 0.1% 187
2024
Q1 		$2.92M Buy
129,490
+951
+0.7% +$20.8K 0.1% 181
2023
Q4 		$2.74M Buy
128,539
+107,314
+506% +$2.18M 0.11% 171
2023
Q3 		$417K Sell
21,225
-100
-0.5% -$2.02K 0.02% 541
2023
Q2 		$430K Sell
21,325
-1,500
-7% -$29K 0.02% 535
2023
Q1 		$432K Sell
22,825
-1,460
-6% -$27.1K 0.02% 510
2022
Q4 		$436K Sell
24,285
-275
-1% -$4.92K 0.03% 490
2022
Q3 		$433K Hold
24,560
– – 0.03% 451
2022
Q2 		$433K Buy
+24,560
New +$456K 0.03% 451
2021
Q4 		$107K Buy
+5,250
New +$106K 0.01% 949

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

Harbour Investments's BUFG Position: Q1 2026 in Review

Harbour Investments reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 59% in Q1 2026, selling an estimated $470K and leaving 12,101 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #1266.

Harbour Investments first reported a position in BUFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.96M in Q2 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Harbour Investments held 12,101 shares of FT Vest Buffered Allocation Growth ETF worth $325K as of Q1 2026.
  • Harbour Investments sold 17,065 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $470K.
  • FT Vest Buffered Allocation Growth ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1266 holding.
  • Harbour Investments first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Harbour Investments's FT Vest Buffered Allocation Growth ETF position peaked at $2.96M in Q2 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.