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

LPL Financial’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 Q2	$19.8M	Sell	675,892 -49,880	-7%	-$1.43M	﹤0.01%	1578
2026 Q1	$19.5M	Buy	725,772 +27,815	+4%	+$765K	0.01%	1486
2025 Q4	$19.2M	Sell	697,957 -89,214	-11%	-$2.42M	0.01%	1437
2025 Q3	$21.2M	Buy	787,171 +70,002	+10%	+$1.84M	0.01%	1328
2025 Q2	$18.3M	Sell	717,169 -107,192	-13%	-$2.59M	0.01%	1319
2025 Q1	$19.6M	Buy	824,361 +72,875	+10%	+$1.79M	0.01%	1161
2024 Q4	$18.4M	Buy	751,486 +76,869	+11%	+$1.88M	0.01%	1147
2024 Q3	$16.3M	Buy	674,617 +121,461	+22%	+$2.85M	0.01%	1157
2024 Q2	$12.8M	Buy	553,156 +136,309	+33%	+$3.08M	0.01%	1209
2024 Q1	$9.39M	Buy	416,847 +357,944	+608%	+$7.83M	0.01%	1378
2023 Q4	$1.25M	Buy	58,903 +45,179	+329%	+$917K	﹤0.01%	2854
2023 Q3	$270K	Buy	13,724 +2,716	+25%	+$55K	﹤0.01%	4011
2023 Q2	$222K	Buy	+11,008	New	+$213K	﹤0.01%	4079

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

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

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial's BUFG Position: Q2 2026 in Review

LPL Financial reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 6.9% in Q2 2026, selling an estimated $1.43M and leaving 675,892 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

LPL Financial first reported a position in BUFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.2M in Q3 2025. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

LPL Financial held 675,892 shares of FT Vest Buffered Allocation Growth ETF worth $19.8M as of Q2 2026.
LPL Financial sold 49,880 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $1.43M.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1578 holding.
LPL Financial first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2023 and has held it in 13 quarters since.
LPL Financial's FT Vest Buffered Allocation Growth ETF position peaked at $21.2M in Q3 2025.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.