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Park Avenue Securities’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Park Avenue Securities’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
2024
Q4 		– Sell
-13,362
Closed -$322K – 1474
2024
Q3 		$322K Sell
13,362
-13,964
-51% -$328K ﹤0.01% 1157
2024
Q2 		$634K Buy
+27,326
New +$618K 0.01% 852

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Park Avenue Securities's BUFG Position: Q4 2024 in Review

Park Avenue Securities sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2024, closing a stake of 13,362 shares — an estimated $322K sold.

Park Avenue Securities first reported a position in BUFG in Q2 2024 and held it in 2 quarters. The position peaked at $634K in Q2 2024. 84 funds tracked by Wall St. Rank hold BUFG as of Q4 2024.

  • Park Avenue Securities reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Park Avenue Securities sold 13,362 FT Vest Buffered Allocation Growth ETF shares in Q4 2024, an estimated $322K.
  • Park Avenue Securities first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2024 and held it in 2 quarters.
  • Park Avenue Securities's FT Vest Buffered Allocation Growth ETF position peaked at $634K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2024.

Based on Park Avenue Securities's 13F filing for Q4 2024, filed 14 Jan 2025.