IFP Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

IFP Advisors’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	$643K	Buy	21,516 +1,180	+6%	+$35.1K	0.01%	939
2026 Q2	$596K	Buy	20,336 +460	+2%	+$13.2K	0.01%	962
2026 Q1	$534K	Sell	19,876 -21	-0.1%	-$578	0.01%	931
2025 Q4	$548K	Buy	19,897 +16,737	+530%	+$455K	0.01%	888
2025 Q3	$85.1K	Buy	3,160 +383	+14%	+$10K	﹤0.01%	1786
2025 Q2	$70.9K	Buy	2,777 +308	+12%	+$7.44K	﹤0.01%	1850
2025 Q1	$58.7K	Hold	2,469	–	–	﹤0.01%	1822
2024 Q4	$60.5K	Hold	2,469	–	–	﹤0.01%	1732
2024 Q3	$59.5K	Buy	2,469 +200	+9%	+$4.69K	﹤0.01%	1650
2024 Q2	$52.6K	Hold	2,269	–	–	﹤0.01%	1655
2024 Q1	$51.1K	Hold	2,269	–	–	﹤0.01%	1581
2023 Q4	$48.3K	Sell	2,269 -4,851	-68%	-$98.5K	﹤0.01%	1561
2023 Q3	$140K	Hold	7,120	–	–	0.01%	1126
2023 Q2	$144K	Buy	7,120 +1,239	+21%	+$24K	0.01%	1171
2023 Q1	$117K	Sell	5,881 -22,606	-79%	-$420K	0.01%	1176
2022 Q4	$568K	Sell	28,487 -83,454	-75%	-$1.49M	0.02%	839
2022 Q3	$2.23M	Sell	111,941 -1,059	-0.9%	-$19.3K	0.06%	356
2022 Q2	$2.26M	Hold	113,000	–	–	0.07%	315
2022 Q1	$2.26M	Buy	113,000 +29,185	+35%	+$572K	0.07%	315
2021 Q4	$1.7M	Buy	+83,815	New	+$1.69M	0.03%	303

Other funds holding BUFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's BUFG Position: Q3 2026 in Review

IFP Advisors increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 5.8% in Q3 2026, buying an estimated $35.1K and bringing the position to 21,516 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #939.

IFP Advisors first reported a position in BUFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.26M in Q2 2022. 17 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

IFP Advisors held 21,516 shares of FT Vest Buffered Allocation Growth ETF worth $643K as of Q3 2026.
IFP Advisors bought 1,180 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $35.1K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #939 holding.
IFP Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 20 quarters since.
IFP Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $2.26M in Q2 2022.
17 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.