MML Investors Services’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

MML Investors Services’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	$914K	Buy	56,113 +9,529	+20%	+$163K	﹤0.01%	2066
2026 Q1	$798K	Sell	46,584 -25,923	-36%	-$462K	﹤0.01%	1914
2025 Q4	$1.24M	Buy	72,507 +30,756	+74%	+$737K	﹤0.01%	1664
2025 Q3	$995K	Buy	41,751 +13,470	+48%	+$300K	﹤0.01%	1728
2025 Q2	$607K	Buy	28,281 +8,408	+42%	+$179K	﹤0.01%	1966
2025 Q1	$418K	Buy	+19,873	New	+$393K	﹤0.01%	2101

Other funds holding BGLD

Maia Wealth Denver, Colorado $679M AUM 22.27% 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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

MML Investors Services's BGLD Position: Q2 2026 in Review

MML Investors Services increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 20% in Q2 2026, buying an estimated $163K and bringing the position to 56,113 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

MML Investors Services first reported a position in BGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 23 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

MML Investors Services held 56,113 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $914K as of Q2 2026.
MML Investors Services bought 9,529 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $163K.
FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2066 holding.
MML Investors Services first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2025 and has held it in 6 quarters since.
MML Investors Services's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $1.24M in Q4 2025.
23 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.