Maia Wealth’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Maia Wealth’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 Q3	$4.29M	Sell	262,774 -10,567	-4%	-$177K	0.59%	49
2026 Q2	$4.45M	Sell	273,341 -1,223	-0.4%	-$20.9K	0.66%	42
2026 Q1	$4.71M	Buy	+274,564	New	+$4.89M	0.8%	28
2025 Q3	–	Sell	-355,219	Closed	-$7.63M	–	339
2025 Q2	$7.63M	Sell	355,219 -28,063	-7%	-$599K	1.45%	11
2025 Q1	$8.1M	Sell	383,282 -16,581	-4%	-$328K	1.84%	8
2024 Q4	$7.34M	Buy	399,863 +154,918	+63%	+$3.33M	1.58%	11
2024 Q3	$5.53M	Buy	+244,945	New	+$5.27M	1.37%	15

Other funds holding BGLD

Mission Financial Group Las Vegas, Nevada $127M AUM

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Maia Wealth's BGLD Position: Q3 2026 in Review

Maia Wealth reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 3.9% in Q3 2026, selling an estimated $177K and leaving 262,774 shares worth $4.29M. The position accounts for 0.59% of the portfolio, ranked #49.

Maia Wealth first reported a position in BGLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.1M in Q1 2025. 5 funds tracked by Wall St. Rank hold BGLD as of Q3 2026.

Maia Wealth held 262,774 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $4.29M as of Q3 2026.
Maia Wealth sold 10,567 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q3 2026, an estimated $177K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.59% of Maia Wealth's portfolio in Q3 2026, its #49 holding.
Maia Wealth first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2024 and has held it in 7 quarters since.
Maia Wealth's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $8.1M in Q1 2025.
5 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.