Optivise Advisory Services’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Optivise Advisory Services’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$182K	Buy	+11,147	New	+$191K	0.09%	224

Other funds holding BGLD

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Optivise Advisory Services's BGLD Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 11,147 shares worth $182K. The stake represents 0.09% of the portfolio and ranks #224 among its holdings.

4 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Optivise Advisory Services held 11,147 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $182K as of Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new Optivise Advisory Services position in Q2 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.09% of Optivise Advisory Services's portfolio in Q2 2026, its #224 holding.
4 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.