Onyx Bridge Wealth Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Onyx Bridge Wealth 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	$805K	Sell	29,977 -345	-1%	-$9.49K	0.09%	164
2025 Q4	$834K	Hold	30,322	–	–	0.09%	152
2025 Q3	$817K	Hold	30,322	–	–	0.09%	158
2025 Q2	$774K	Sell	30,322 -1,165	-4%	-$28.2K	0.1%	138
2025 Q1	$749K	Buy	31,487 +667	+2%	+$16.4K	0.11%	125
2024 Q4	$755K	Buy	30,820 +2,810	+10%	+$68.8K	0.11%	121
2024 Q3	$675K	Hold	28,010	–	–	0.1%	134
2024 Q2	$650K	Hold	28,010	–	–	0.11%	126
2024 Q1	$622K	Sell	28,010 -1,985	-7%	-$43.4K	0.11%	128
2023 Q4	$638K	Sell	29,995 -5,625	-16%	-$114K	0.13%	111
2023 Q3	$701K	Sell	35,620 -1,545	-4%	-$31.3K	0.16%	98
2023 Q2	$750K	Buy	+37,165	New	+$719K	0.18%	99
2022 Q3	–	Sell	-10,227	Closed	-$187K	–	179
2022 Q2	$187K	Buy	+10,227	New	+$190K	0.08%	143

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

Onyx Bridge Wealth Group's BUFG Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.1% in Q1 2026, selling an estimated $9.49K and leaving 29,977 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #164.

Onyx Bridge Wealth Group first reported a position in BUFG in Q2 2022 and has held it in 13 quarters since. The position peaked at $834K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Onyx Bridge Wealth Group held 29,977 shares of FT Vest Buffered Allocation Growth ETF worth $805K as of Q1 2026.
Onyx Bridge Wealth Group sold 345 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $9.49K.
FT Vest Buffered Allocation Growth ETF made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #164 holding.
Onyx Bridge Wealth Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2022 and has held it in 13 quarters since.
Onyx Bridge Wealth Group's FT Vest Buffered Allocation Growth ETF position peaked at $834K in Q4 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.