LJAC
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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

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $177M AUM 29.16% 1-Year Est. Return