Pinnacle Financial Partners (Georgia)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$7.89M	Buy	269,133 +10,678	+4%	+$307K	0.05%	250
2026 Q1	$6.94M	Sell	258,455 -1,766	-0.7%	-$48.6K	0.05%	252
2025 Q4	$7.16M	Buy	+260,221	New	+$7.07M	0.05%	248

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s BUFG Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 4.1% in Q2 2026, buying an estimated $307K and bringing the position to 269,133 shares worth $7.89M. The position accounts for 0.05% of the portfolio, ranked #250.

Pinnacle Financial Partners (Georgia) first reported a position in BUFG in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 269,133 shares of FT Vest Buffered Allocation Growth ETF worth $7.89M as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 10,678 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $307K.
FT Vest Buffered Allocation Growth ETF made up 0.05% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #250 holding.
Pinnacle Financial Partners (Georgia) first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2025 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.