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 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

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

Novem Group's BUFG Position: Q2 2026 in Review

Novem Group reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.53% in Q2 2026, selling an estimated $5.02K and leaving 32,991 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #197.

Novem Group first reported a position in BUFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $982K in Q4 2024. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Novem Group held 32,991 shares of FT Vest Buffered Allocation Growth ETF worth $967K as of Q2 2026.
Novem Group sold 175 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $5.02K.
FT Vest Buffered Allocation Growth ETF made up 0.1% of Novem Group's portfolio in Q2 2026, its #197 holding.
Novem Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2024 and has held it in 7 quarters since.
Novem Group's FT Vest Buffered Allocation Growth ETF position peaked at $982K in Q4 2024.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.