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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
2023
Q3 		– Sell
-51,552
Closed -$1.03M – 125
2023
Q2 		$1.03M Buy
+51,552
New +$997K 0.38% 78

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
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
PA
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.