Kingswood Wealth Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Kingswood Wealth Advisors’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	-20,975	Closed	-$536K	–	796
2025 Q2	$536K	Sell	20,975 -36,807	-64%	-$890K	0.04%	391
2025 Q1	$1.37M	Sell	57,782 -1,706	-3%	-$41.9K	0.13%	192
2024 Q4	$1.46M	Buy	59,488 +2,080	+4%	+$50.9K	0.11%	200
2024 Q3	$1.38M	Sell	57,408 -277	-0.5%	-$6.5K	0.1%	233
2024 Q2	$1.34M	Sell	57,685 -1,782	-3%	-$40.3K	0.12%	183
2024 Q1	$1.34M	Buy	59,467 +421	+0.7%	+$9.21K	0.15%	157
2023 Q4	$1.26M	Buy	+59,046	New	+$1.2M	0.14%	167

Other funds holding BUFG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Kingswood Wealth Advisors's BUFG Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 20,975 shares — an estimated $536K sold.

Kingswood Wealth Advisors first reported a position in BUFG in Q4 2023 and held it in 7 quarters. The position peaked at $1.46M in Q4 2024. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

Kingswood Wealth Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 20,975 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $536K.
Kingswood Wealth Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and held it in 7 quarters.
Kingswood Wealth Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $1.46M in Q4 2024.
77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.