Kelly Financial Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Kelly Financial Services’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 Q2	$233K	Hold	7,944	–	–	0.05%	127
2026 Q1	$213K	Hold	7,944	–	–	0.05%	122
2025 Q4	$219K	Sell	7,944 -248	-3%	-$6.74K	0.05%	114
2025 Q3	$221K	Sell	8,192 -150	-2%	-$3.94K	0.06%	110
2025 Q2	$213K	Buy	+8,342	New	+$202K	0.06%	111
2024 Q3	–	Sell	-4,447	Closed	-$103K	–	200
2024 Q2	$103K	Buy	4,447 +135	+3%	+$3.05K	0.04%	150
2024 Q1	$97.1K	Sell	4,312 -219	-5%	-$4.79K	0.04%	154
2023 Q4	$96.4K	Sell	4,531 -113	-2%	-$2.29K	0.04%	143
2023 Q3	$91.3K	Sell	4,644 -645	-12%	-$13.1K	0.04%	133
2023 Q2	$107K	Sell	5,289 -285	-5%	-$5.51K	0.05%	117
2023 Q1	$106K	Buy	+5,574	New	+$103K	0.05%	115

Other funds holding BUFG

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Kelly Financial Services's BUFG Position: Q2 2026 in Review

Kelly Financial Services held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q2 2026 at 7,944 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #127.

Kelly Financial Services first reported a position in BUFG in Q1 2023 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Kelly Financial Services held 7,944 shares of FT Vest Buffered Allocation Growth ETF worth $233K as of Q2 2026.
Kelly Financial Services left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #127 holding.
Kelly Financial Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2023 and has held it in 11 quarters since.
14 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.