Mutual Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Mutual Advisors’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 Q2	$218K	Buy	+7,439	New	+$214K	﹤0.01%	1301

Other funds holding BUFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Mutual Advisors's BUFG Position: Q2 2026 in Review

Mutual Advisors opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026: 7,439 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings.

89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Mutual Advisors held 7,439 shares of FT Vest Buffered Allocation Growth ETF worth $218K as of Q2 2026.
FT Vest Buffered Allocation Growth ETF was a new Mutual Advisors position in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1301 holding.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.