MML Investors Services’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

MML Investors Services’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
2026 Q1	–	Sell	-70,650	Closed	-$1.94M	–	3022
2025 Q4	$1.94M	Buy	70,650 +7,540	+12%	+$205K	﹤0.01%	1391
2025 Q3	$1.7M	Buy	63,110 +5,590	+10%	+$147K	﹤0.01%	1405
2025 Q2	$1.47M	Sell	57,520 -6,616	-10%	-$160K	﹤0.01%	1441
2025 Q1	$1.53M	Buy	64,136 +8,227	+15%	+$202K	0.01%	1330
2024 Q4	$1.37M	Buy	55,909 +31,129	+126%	+$762K	﹤0.01%	1329
2024 Q3	$597K	Buy	+24,780	New	+$581K	﹤0.01%	1754

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

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

MML Investors Services's BUFG Position: Q1 2026 in Review

MML Investors Services sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2026, closing a stake of 70,650 shares — an estimated $1.94M sold.

MML Investors Services first reported a position in BUFG in Q3 2024 and held it in 6 quarters. The position peaked at $1.94M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

MML Investors Services reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2026 after selling out during the quarter.
MML Investors Services sold 70,650 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $1.94M.
MML Investors Services first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and held it in 6 quarters.
MML Investors Services's FT Vest Buffered Allocation Growth ETF position peaked at $1.94M in Q4 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.