Optivise Advisory Services’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History
Bought
Maintained
Sold
Other funds holding BGLD
Optivise Advisory Services's BGLD Position: Q3 2026 in Review
Optivise Advisory Services held its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) position steady in Q3 2026 at 11,147 shares worth $182K. The position accounts for 0.09% of the portfolio, ranked #230.
Optivise Advisory Services first reported a position in BGLD in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BGLD as of Q3 2026.
- Optivise Advisory Services held 11,147 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $182K as of Q3 2026.
- Optivise Advisory Services left its FT Vest Gold Strategy Quarterly Buffer ETF share count unchanged in Q3 2026.
- FT Vest Gold Strategy Quarterly Buffer ETF made up 0.09% of Optivise Advisory Services's portfolio in Q3 2026, its #230 holding.
- Optivise Advisory Services first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2026 and has held it in 2 quarters since.
- 5 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.