Mission Financial Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Mission Financial Group’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	$505K	Buy	+31,028	New	+$530K	0.42%	67
2025 Q1	$490K	Buy	+28,615	New	+$566K	0.45%	61
2021 Q4	$635K	Buy	+37,127	New	+$701K	0.59%	46

Other funds holding BGLD

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Mission Financial Group's BGLD Position: Q2 2026 in Review

Mission Financial Group opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 31,028 shares worth $505K. The stake represents 0.42% of the portfolio and ranks #67 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in BGLD as recently as Q1 2025.

Mission Financial Group first reported a position in BGLD in Q4 2021 and has held it in 3 quarters since. The position peaked at $635K in Q4 2021. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Mission Financial Group held 31,028 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $505K as of Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new Mission Financial Group position in Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.42% of Mission Financial Group's portfolio in Q2 2026, its #67 holding.
Mission Financial Group first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2021 and has held it in 3 quarters since.
Mission Financial Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $635K in Q4 2021.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.