Jones Financial Companies
BUFG icon

Jones Financial Companies’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-3,900
Closed -$99.5K – 4244
2025
Q2 		$99.5K Buy
+3,900
New +$94.3K ﹤0.01% 1940

Other funds holding BUFG

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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jones Financial Companies's BUFG Position: Q3 2025 in Review

Jones Financial Companies sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 3,900 shares — an estimated $99.5K sold.

Jones Financial Companies first reported a position in BUFG in Q2 2025 and held it in 1 quarter. The position peaked at $99.5K in Q2 2025. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

  • Jones Financial Companies reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 3,900 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $99.5K.
  • Jones Financial Companies first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's FT Vest Buffered Allocation Growth ETF position peaked at $99.5K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.