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Regatta Research & Money Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Regatta Research & Money Management’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
2026
Q2 		$84.7K Buy
+5,202
New +$88.9K 0.08% 197

Other funds holding BGLD

MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regatta Research & Money Management's BGLD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 5,202 shares worth $84.7K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings.

30 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

  • Regatta Research & Money Management held 5,202 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $84.7K as of Q2 2026.
  • FT Vest Gold Strategy Quarterly Buffer ETF was a new Regatta Research & Money Management position in Q2 2026.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.08% of Regatta Research & Money Management's portfolio in Q2 2026, its #197 holding.
  • 30 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.