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Park Square Financial Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Park Square Financial Group’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
Q1 		$12.1K Sell
704
-1,013
-59% -$18.1K 0.09% 70
2025
Q4 		$31.5K Sell
1,717
-173
-9% -$4.15K 0.19% 55
2025
Q3 		$45K Sell
1,890
-508
-21% -$11.3K 0.19% 39
2025
Q2 		$51.5K Sell
2,398
-56
-2% -$1.2K 0.04% 296
2025
Q1 		$51.6K Sell
2,454
-590
-19% -$11.7K 0.04% 264
2024
Q4 		$55.9K Buy
+3,044
New +$65.4K 0.04% 250

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Park Square Financial Group's BGLD Position: Q1 2026 in Review

Park Square Financial Group reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 59% in Q1 2026, selling an estimated $18.1K and leaving 704 shares worth $12.1K. The position accounts for 0.09% of the portfolio, ranked #70.

Park Square Financial Group first reported a position in BGLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.9K in Q4 2024. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Park Square Financial Group held 704 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $12.1K as of Q1 2026.
  • Park Square Financial Group sold 1,013 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $18.1K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.09% of Park Square Financial Group's portfolio in Q1 2026, its #70 holding.
  • Park Square Financial Group first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $55.9K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.