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

Merit 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
2025 Q2	–	Sell	-9,808	Closed	-$233K	–	1706
2025 Q1	$233K	Hold	9,808	–	–	﹤0.01%	1220
2024 Q4	$240K	Hold	9,808	–	–	﹤0.01%	1021
2024 Q3	$236K	Hold	9,808	–	–	0.01%	740
2024 Q2	$228K	Hold	9,808	–	–	0.01%	827
2024 Q1	$219K	Hold	9,808	–	–	0.01%	794
2023 Q4	$209K	Buy	+9,808	New	+$199K	0.01%	719

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

Merit Financial Group's BUFG Position: Q2 2025 in Review

Merit Financial Group sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2025, closing a stake of 9,808 shares — an estimated $233K sold.

Merit Financial Group first reported a position in BUFG in Q4 2023 and held it in 6 quarters. The position peaked at $240K in Q4 2024. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

Merit Financial Group reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2025 after selling out during the quarter.
Merit Financial Group sold 9,808 FT Vest Buffered Allocation Growth ETF shares in Q2 2025, an estimated $233K.
Merit Financial Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2023 and held it in 6 quarters.
Merit Financial Group's FT Vest Buffered Allocation Growth ETF position peaked at $240K in Q4 2024.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.