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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
Q2 		$586 Sell
36
-668
-95% -$11.4K 0.01% 204
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 $85.1B AUM 27.35% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Park Square Financial Group's BGLD Position: Q2 2026 in Review

Park Square Financial Group reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 95% in Q2 2026, selling an estimated $11.4K and leaving 36 shares worth $586. The position accounts for 0.01% of the portfolio, ranked #204.

Park Square Financial Group first reported a position in BGLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.9K in Q4 2024. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

  • Park Square Financial Group held 36 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $586 as of Q2 2026.
  • Park Square Financial Group sold 668 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $11.4K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.01% of Park Square Financial Group's portfolio in Q2 2026, its #204 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 7 quarters since.
  • Park Square Financial Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $55.9K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.