Kestra Advisory Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Kestra Advisory 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	$2.16M	Buy	73,735 +239	+0.3%	+$6.86K	0.01%	1297
2026 Q1	$1.97M	Buy	73,496 +8,002	+12%	+$220K	0.01%	1310
2025 Q4	$1.8M	Sell	65,494 -840	-1%	-$22.8K	0.01%	1282
2025 Q3	$1.79M	Buy	66,334 +12,742	+24%	+$334K	0.01%	1220
2025 Q2	$1.37M	Buy	53,592 +2,616	+5%	+$63.2K	0.01%	1296
2025 Q1	$1.21M	Sell	50,976 -2,859	-5%	-$70.2K	0.01%	1274
2024 Q4	$1.32M	Buy	53,835 +626	+1%	+$15.3K	0.01%	1239
2024 Q3	$1.28M	Buy	53,209 +1,153	+2%	+$27K	0.01%	1185
2024 Q2	$1.21M	Sell	52,056 -2,473	-5%	-$55.9K	0.01%	1211
2024 Q1	$1.23M	Buy	54,529 +8,333	+18%	+$182K	0.01%	1120
2023 Q4	$983K	Sell	46,196 -1,032	-2%	-$21K	0.01%	1129
2023 Q3	$929K	Buy	47,228 +169	+0.4%	+$3.42K	0.01%	1031
2023 Q2	$950K	Buy	47,059 +805	+2%	+$15.6K	0.01%	1005
2023 Q1	$876K	Sell	46,254 -435	-0.9%	-$8.07K	0.01%	1008
2022 Q4	$839K	Sell	46,689 -1,856	-4%	-$33.2K	0.01%	1142
2022 Q3	$819K	Buy	48,545 +6,007	+14%	+$110K	0.01%	1060
2022 Q2	$751K	Buy	42,538 +14,045	+49%	+$261K	0.01%	1109
2022 Q1	$565K	Buy	28,493 +4,720	+20%	+$92.6K	0.01%	1219
2021 Q4	$483K	Buy	+23,773	New	+$479K	﹤0.01%	1344

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Kestra Advisory Services's BUFG Position: Q2 2026 in Review

Kestra Advisory Services increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.33% in Q2 2026, buying an estimated $6.86K and bringing the position to 73,735 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #1297.

Kestra Advisory Services first reported a position in BUFG in Q4 2021 and has held it in 19 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Kestra Advisory Services held 73,735 shares of FT Vest Buffered Allocation Growth ETF worth $2.16M as of Q2 2026.
Kestra Advisory Services bought 239 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $6.86K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1297 holding.
Kestra Advisory Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 19 quarters since.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.