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Kestra Advisory Services’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Kestra Advisory Services’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
2026
Q1 		– Sell
-8,228
Closed -$141K – 3243
2025
Q4 		$141K Buy
+8,228
New +$197K ﹤0.01% 3172

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SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
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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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kestra Advisory Services's BGLD Position: Q1 2026 in Review

Kestra Advisory Services sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2026, closing a stake of 8,228 shares — an estimated $141K sold.

Kestra Advisory Services first reported a position in BGLD in Q4 2025 and held it in 1 quarter. The position peaked at $141K in Q4 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Kestra Advisory Services reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 8,228 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $141K.
  • Kestra Advisory Services first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $141K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.