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 Q3	$790K	Buy	26,405 +393	+2%	+$11.7K	0.23%	121
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

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Iams Wealth Management's BUFG Position: Q3 2026 in Review

Iams Wealth Management increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.5% in Q3 2026, buying an estimated $11.7K and bringing the position to 26,405 shares worth $790K. The position accounts for 0.23% of the portfolio, ranked #121.

Iams Wealth Management first reported a position in BUFG in Q4 2022 and has held it in 15 quarters since. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

Iams Wealth Management held 26,405 shares of FT Vest Buffered Allocation Growth ETF worth $790K as of Q3 2026.
Iams Wealth Management bought 393 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $11.7K.
FT Vest Buffered Allocation Growth ETF made up 0.23% of Iams Wealth Management's portfolio in Q3 2026, its #121 holding.
Iams Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and has held it in 15 quarters since.
77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.