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Impact Partnership Wealth’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Impact Partnership Wealth’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27
Closed -$508 – 722
2023
Q4 		$508 Buy
+27
New +$524 ﹤0.01% 793

Other funds holding BGLD

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LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Impact Partnership Wealth's BGLD Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2024, closing a stake of 27 shares — an estimated $508 sold.

Impact Partnership Wealth first reported a position in BGLD in Q4 2023 and held it in 1 quarter. The position peaked at $508 in Q4 2023. 21 funds tracked by Wall St. Rank hold BGLD as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 27 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2024, an estimated $508.
  • Impact Partnership Wealth first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $508 in Q4 2023.
  • 21 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.