L.J. Altfest & Co’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

L.J. Altfest & Co’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
2025 Q2	–	Sell	-137,158	Closed	-$2.88M	–	338
2025 Q1	$2.88M	Buy	+137,158	New	+$2.71M	0.36%	56
2024 Q4	–	Sell	-86,577	Closed	-$1.95M	–	333
2024 Q3	$1.95M	Sell	86,577 -42,880	-33%	-$923K	0.26%	69
2024 Q2	$2.64M	Sell	129,457 -11,933	-8%	-$241K	0.36%	50
2024 Q1	$2.79M	Buy	141,390 +1,316	+0.9%	+$24.8K	0.39%	46
2023 Q4	$2.64M	Buy	140,074 +13,320	+11%	+$259K	0.38%	50
2023 Q3	$2.41M	Buy	+126,754	New	+$2.48M	0.38%	42

Other funds holding BGLD

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

L.J. Altfest & Co's BGLD Position: Q2 2025 in Review

L.J. Altfest & Co sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2025, closing a stake of 137,158 shares — an estimated $2.88M sold.

L.J. Altfest & Co first reported a position in BGLD in Q3 2023 and held it in 6 quarters. The position peaked at $2.88M in Q1 2025. 31 funds tracked by Wall St. Rank hold BGLD as of Q2 2025.

L.J. Altfest & Co reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 137,158 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2025, an estimated $2.88M.
L.J. Altfest & Co first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2023 and held it in 6 quarters.
L.J. Altfest & Co's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $2.88M in Q1 2025.
31 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.