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Innova Wealth Partners’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Innova Wealth Partners’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
Q4 		– Sell
-103,042
Closed -$2.32M – 96
2024
Q3 		$2.32M Buy
+103,042
New +$2.22M 1.91% 15

Other funds holding BGLD

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Innova Wealth Partners's BGLD Position: Q4 2024 in Review

Innova Wealth Partners sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q4 2024, closing a stake of 103,042 shares — an estimated $2.32M sold.

Innova Wealth Partners first reported a position in BGLD in Q3 2024 and held it in 1 quarter. The position peaked at $2.32M in Q3 2024. 28 funds tracked by Wall St. Rank hold BGLD as of Q4 2024.

  • Innova Wealth Partners reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 103,042 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q4 2024, an estimated $2.32M.
  • Innova Wealth Partners first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $2.32M in Q3 2024.
  • 28 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.