Larson Financial Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Larson Financial Group’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 Q1	$8.86K	Hold	330	–	–	﹤0.01%	2320
2025 Q4	$9.08K	Hold	330	–	–	﹤0.01%	2172
2025 Q3	$8.89K	Hold	330	–	–	﹤0.01%	2074
2025 Q2	$8.43K	Hold	330	–	–	﹤0.01%	1889
2025 Q1	$7.85K	Hold	330	–	–	﹤0.01%	1723
2024 Q4	$8.09K	Hold	330	–	–	﹤0.01%	1552
2024 Q3	$7.96K	Buy	+330	New	+$7.74K	﹤0.01%	1566
2023 Q1	–	Sell	-100	Closed	-$1.8K	–	1555
2022 Q4	$1.8K	Hold	100	–	–	﹤0.01%	1210
2022 Q3	$2K	Buy	+100	New	+$1.82K	﹤0.01%	1098

Other funds holding BUFG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

PFPG

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

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

Larson Financial Group's BUFG Position: Q1 2026 in Review

Larson Financial Group held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 330 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Larson Financial Group first reported a position in BUFG in Q3 2022 and has held it in 9 quarters since. The position peaked at $9.08K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Larson Financial Group held 330 shares of FT Vest Buffered Allocation Growth ETF worth $8.86K as of Q1 2026.
Larson Financial Group left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2320 holding.
Larson Financial Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2022 and has held it in 9 quarters since.
Larson Financial Group's FT Vest Buffered Allocation Growth ETF position peaked at $9.08K in Q4 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.