Novem Group
BUFG icon

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

Novem 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
2026
Q3 		$986K Hold
32,991
– – 0.1% 189
2026
Q2 		$967K Sell
32,991
-175
-0.5% -$5.02K 0.1% 197
2026
Q1 		$891K Hold
33,166
– – 0.1% 195
2025
Q4 		$913K Sell
33,166
-2,641
-7% -$71.8K 0.1% 198
2025
Q3 		$965K Sell
35,807
-170
-0.5% -$4.46K 0.11% 172
2025
Q2 		$919K Sell
35,977
-737
-2% -$17.8K 0.12% 170
2025
Q1 		$873K Sell
36,714
-3,350
-8% -$82.3K 0.12% 165
2024
Q4 		$982K Buy
+40,064
New +$980K 0.14% 118

Other funds holding BUFG

Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Novem Group's BUFG Position: Q3 2026 in Review

Novem Group held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q3 2026 at 32,991 shares worth $986K. The position accounts for 0.1% of the portfolio, ranked #189.

Novem Group first reported a position in BUFG in Q4 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

  • Novem Group held 32,991 shares of FT Vest Buffered Allocation Growth ETF worth $986K as of Q3 2026.
  • Novem Group left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q3 2026.
  • FT Vest Buffered Allocation Growth ETF made up 0.1% of Novem Group's portfolio in Q3 2026, its #189 holding.
  • Novem Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 26 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.