KFG Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

KFG Wealth Management’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 Q4	–	Sell	-12,140	Closed	-$327K	–	217
2025 Q3	$327K	Hold	12,140	–	–	0.05%	159
2025 Q2	$310K	Sell	12,140 -200	-2%	-$4.83K	0.05%	163
2025 Q1	$294K	Hold	12,340	–	–	0.05%	159
2024 Q4	$302K	Sell	12,340 -553	-4%	-$13.5K	0.06%	146
2024 Q3	$311K	Hold	12,893	–	–	0.07%	139
2024 Q2	$299K	Hold	12,893	–	–	0.12%	125
2024 Q1	$290K	Sell	12,893 -561	-4%	-$12.3K	0.12%	121
2023 Q4	$286K	Hold	13,454	–	–	0.13%	103
2023 Q3	$265K	Hold	13,454	–	–	0.14%	107
2023 Q2	$272K	Hold	13,454	–	–	0.16%	97
2023 Q1	$257K	Hold	13,454	–	–	0.18%	72
2022 Q4	$242K	Buy	+13,454	New	+$241K	0.25%	61

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

KFG Wealth Management's BUFG Position: Q4 2025 in Review

KFG Wealth Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2025, closing a stake of 12,140 shares — an estimated $327K sold.

KFG Wealth Management first reported a position in BUFG in Q4 2022 and held it in 12 quarters. The position peaked at $327K in Q3 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q4 2025.

KFG Wealth Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2025 after selling out during the quarter.
KFG Wealth Management sold 12,140 FT Vest Buffered Allocation Growth ETF shares in Q4 2025, an estimated $327K.
KFG Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 12 quarters.
KFG Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $327K in Q3 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.