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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Novem Group's BUFG Position: Q1 2026 in Review

Novem Group held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 33,166 shares worth $891K. The position accounts for 0.1% of the portfolio, ranked #195.

Novem Group first reported a position in BUFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $982K in Q4 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Novem Group held 33,166 shares of FT Vest Buffered Allocation Growth ETF worth $891K as of Q1 2026.
  • Novem Group left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
  • FT Vest Buffered Allocation Growth ETF made up 0.1% of Novem Group's portfolio in Q1 2026, its #195 holding.
  • Novem Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Novem Group's FT Vest Buffered Allocation Growth ETF position peaked at $982K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Novem Group's 13F filing for Q1 2026, filed 13 Apr 2026.