HBW Advisory Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

HBW Advisory 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 Q2	$281K	Hold	9,590	–	–	0.03%	398
2026 Q1	$258K	Hold	9,590	–	–	0.03%	377
2025 Q4	$264K	Hold	9,590	–	–	0.03%	370
2025 Q3	$258K	Hold	9,590	–	–	0.03%	359
2025 Q2	$245K	Hold	9,590	–	–	0.03%	351
2025 Q1	$228K	Hold	9,590	–	–	0.03%	342
2024 Q4	$235K	Sell	9,590 -2,000	-17%	-$48.9K	0.02%	332
2024 Q3	$279K	Hold	11,590	–	–	0.04%	285
2024 Q2	$269K	Hold	11,590	–	–	0.04%	276
2024 Q1	$247K	Hold	11,590	–	–	0.05%	261
2023 Q4	$247K	Sell	11,590 -110	-0.9%	-$2.23K	0.05%	261
2023 Q3	$230K	Hold	11,700	–	–	0.05%	246
2023 Q2	$236K	Hold	11,700	–	–	0.05%	260
2023 Q1	$222K	Sell	11,700 -500	-4%	-$9.28K	0.06%	241
2022 Q4	$219K	Sell	12,200 -150	-1%	-$2.69K	0.06%	236
2022 Q3	$208K	Sell	12,350 -2,850	-19%	-$52K	0.06%	207
2022 Q2	$268K	Buy	+15,200	New	+$282K	0.07%	188

Other funds holding BUFG

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

HBW Advisory Services's BUFG Position: Q2 2026 in Review

HBW Advisory Services held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q2 2026 at 9,590 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #398.

HBW Advisory Services first reported a position in BUFG in Q2 2022 and has held it in 17 quarters since. 14 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

HBW Advisory Services held 9,590 shares of FT Vest Buffered Allocation Growth ETF worth $281K as of Q2 2026.
HBW Advisory Services left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #398 holding.
HBW Advisory Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and has held it in 17 quarters since.
14 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.