Iams Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Iams Wealth Management’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	$763K	Buy	26,012 +236	+0.9%	+$6.78K	0.23%	118
2026 Q1	$692K	Hold	25,776	–	–	0.24%	106
2025 Q4	$709K	Hold	25,776	–	–	0.26%	107
2025 Q3	$694K	Hold	25,776	–	–	0.28%	98
2025 Q2	$658K	Hold	25,776	–	–	0.3%	89
2025 Q1	$613K	Hold	25,776	–	–	0.28%	98
2024 Q4	$632K	Hold	25,776	–	–	0.29%	89
2024 Q3	$621K	Hold	25,776	–	–	0.31%	90
2024 Q2	$598K	Hold	25,776	–	–	0.33%	86
2024 Q1	$568K	Hold	25,776	–	–	0.35%	78
2023 Q4	$549K	Hold	25,776	–	–	0.35%	77
2023 Q3	$507K	Buy	+25,776	New	+$522K	0.35%	80
2023 Q2	–	Sell	-25,776	Closed	-$499K	–	138
2023 Q1	$485K	Hold	25,776	–	–	0.4%	73
2022 Q4	$463K	Buy	+25,776	New	+$462K	0.47%	68

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

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Iams Wealth Management's BUFG Position: Q2 2026 in Review

Iams Wealth Management increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.92% in Q2 2026, buying an estimated $6.78K and bringing the position to 26,012 shares worth $763K. The position accounts for 0.23% of the portfolio, ranked #118.

Iams Wealth Management first reported a position in BUFG in Q4 2022 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Iams Wealth Management held 26,012 shares of FT Vest Buffered Allocation Growth ETF worth $763K as of Q2 2026.
Iams Wealth Management bought 236 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $6.78K.
FT Vest Buffered Allocation Growth ETF made up 0.23% of Iams Wealth Management's portfolio in Q2 2026, its #118 holding.
Iams Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and has held it in 14 quarters since.
14 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.