LPL Financial
BUFG icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial's BUFG Position: Q1 2026 in Review

LPL Financial increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 4% in Q1 2026, buying an estimated $765K and bringing the position to 725,772 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #1486.

LPL Financial first reported a position in BUFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.2M in Q3 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • LPL Financial held 725,772 shares of FT Vest Buffered Allocation Growth ETF worth $19.5M as of Q1 2026.
  • LPL Financial bought 27,815 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $765K.
  • FT Vest Buffered Allocation Growth ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1486 holding.
  • LPL Financial first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's FT Vest Buffered Allocation Growth ETF position peaked at $21.2M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.