Pacific Excel Wealth Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Pacific Excel Wealth Advisors’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	–	Sell	-51,505	Closed	-$1.38M	–	238
2026 Q1	$1.38M	Buy	51,505 +22,311	+76%	+$614K	1.45%	15
2025 Q4	$803K	Buy	+29,194	New	+$793K	1.52%	20

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

Pacific Excel Wealth Advisors's BUFG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026, closing a stake of 51,505 shares — an estimated $1.38M sold.

Pacific Excel Wealth Advisors first reported a position in BUFG in Q4 2025 and held it in 2 quarters. The position peaked at $1.38M in Q1 2026. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 51,505 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $1.38M.
Pacific Excel Wealth Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $1.38M in Q1 2026.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.