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Harvest Investment Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Harvest Investment Services’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 		$955K Sell
35,568
-478
-1% -$13.2K 0.17% 130
2025
Q4 		$992K Sell
36,046
-2,151
-6% -$58.5K 0.19% 125
2025
Q3 		$1.03M Buy
38,197
+1,845
+5% +$48.4K 0.21% 122
2025
Q2 		$928K Sell
36,352
-3,816
-10% -$92.2K 0.21% 123
2025
Q1 		$956K Sell
40,168
-497
-1% -$12.2K 0.27% 87
2024
Q4 		$996K Buy
40,665
+4,197
+12% +$103K 0.24% 101
2024
Q3 		$879K Sell
36,468
-402
-1% -$9.43K 0.28% 95
2024
Q2 		$855K Buy
36,870
+1,892
+5% +$42.8K 0.34% 73
2024
Q1 		$788K Buy
34,978
+323
+0.9% +$7.07K 0.32% 78
2023
Q4 		$737K Buy
34,655
+3,555
+11% +$72.2K 0.34% 82
2023
Q3 		$612K Buy
31,100
+3,822
+14% +$77.4K 0.39% 69
2023
Q2 		$550K Buy
27,278
+6,598
+32% +$128K 0.31% 96
2023
Q1 		$392K Buy
20,680
+319
+2% +$5.92K 0.3% 77
2022
Q4 		$366K Sell
20,361
-149
-0.7% -$2.67K 0.39% 78
2022
Q3 		$346K Sell
20,510
-15,326
-43% -$280K 0.42% 73
2022
Q2 		$632K Sell
35,836
-5,797
-14% -$108K 0.48% 58
2022
Q1 		$825K Buy
+41,633
New +$817K 0.49% 57

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

Harvest Investment Services's BUFG Position: Q1 2026 in Review

Harvest Investment Services reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.3% in Q1 2026, selling an estimated $13.2K and leaving 35,568 shares worth $955K. The position accounts for 0.17% of the portfolio, ranked #130.

Harvest Investment Services first reported a position in BUFG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.03M in Q3 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Harvest Investment Services held 35,568 shares of FT Vest Buffered Allocation Growth ETF worth $955K as of Q1 2026.
  • Harvest Investment Services sold 478 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $13.2K.
  • FT Vest Buffered Allocation Growth ETF made up 0.17% of Harvest Investment Services's portfolio in Q1 2026, its #130 holding.
  • Harvest Investment Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Harvest Investment Services's FT Vest Buffered Allocation Growth ETF position peaked at $1.03M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.