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Pitti Group Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Pitti Group Wealth Management’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
2025
Q1 		– Sell
-52,844
Closed -$1.29M – 74
2024
Q4 		$1.29M Sell
52,844
-166,004
-76% -$4.06M 1.31% 24
2024
Q3 		$4.66M Hold
218,848
– – 5.07% 5
2024
Q2 		$4.66M Sell
218,848
-455
-0.2% -$10.3K 5.07% 5
2024
Q1 		$4.9M Buy
219,303
+455
+0.2% +$9.95K 5.48% 4
2023
Q4 		$4.66M Buy
218,848
+78,277
+56% +$1.59M 5.07% 5
2023
Q3 		$2.77M Buy
140,571
+1,163
+0.8% +$23.6K 3.16% 9
2023
Q2 		$2.81M Sell
139,408
-77,998
-36% -$1.51M 3.15% 8
2023
Q1 		$4.12M Sell
217,406
-3,734
-2% -$69.3K 4.6% 6
2022
Q4 		$3.97M Buy
221,140
+19,985
+10% +$358K 4.74% 7
2022
Q3 		$3.39M Sell
201,155
-54,234
-21% -$990K 4.68% 7
2022
Q2 		$4.51M Sell
255,389
-687
-0.3% -$12.8K 6.15% 4
2022
Q1 		$5.08M Buy
256,076
+52,689
+26% +$1.03M 5.92% 4
2021
Q4 		$4.13M Buy
+203,387
New +$4.09M 4.61% 5

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Pitti Group Wealth Management's BUFG Position: Q1 2025 in Review

Pitti Group Wealth Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2025, closing a stake of 52,844 shares — an estimated $1.29M sold.

Pitti Group Wealth Management first reported a position in BUFG in Q4 2021 and held it in 13 quarters. The position peaked at $5.08M in Q1 2022. 89 funds tracked by Wall St. Rank hold BUFG as of Q1 2025.

  • Pitti Group Wealth Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pitti Group Wealth Management sold 52,844 FT Vest Buffered Allocation Growth ETF shares in Q1 2025, an estimated $1.29M.
  • Pitti Group Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and held it in 13 quarters.
  • Pitti Group Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $5.08M in Q1 2022.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2025.

Based on Pitti Group Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.