Jaffetilchin Investment Partners’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Jaffetilchin Investment 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	-10,999	Closed	-$248K	–	464
2024 Q3	$248K	Buy	+10,999	New	+$237K	0.02%	324
2024 Q1	–	Sell	-11,566	Closed	-$218K	–	364
2023 Q4	$218K	Buy	+11,566	New	+$225K	0.02%	317
2023 Q3	–	Sell	-12,510	Closed	-$245K	–	343
2023 Q2	$245K	Sell	12,510 -8,325	-40%	-$165K	0.03%	315
2023 Q1	$405K	Buy	+20,835	New	+$394K	0.05%	240

Other funds holding BGLD

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jaffetilchin Investment Partners's BGLD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q4 2024, closing a stake of 10,999 shares — an estimated $248K sold.

Jaffetilchin Investment Partners first reported a position in BGLD in Q1 2023 and held it in 4 quarters. The position peaked at $405K in Q1 2023. 28 funds tracked by Wall St. Rank hold BGLD as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 10,999 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q4 2024, an estimated $248K.
Jaffetilchin Investment Partners first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2023 and held it in 4 quarters.
Jaffetilchin Investment Partners's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $405K in Q1 2023.
28 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.