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

Principal 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
2025
Q4 		– Sell
-215
Closed -$5.79K – 1638
2025
Q3 		$5.79K Buy
+215
New +$5.64K ﹤0.01% 2912

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Principal Securities's BUFG Position: Q4 2025 in Review

Principal Securities sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2025, closing a stake of 215 shares — an estimated $5.79K sold.

Principal Securities first reported a position in BUFG in Q3 2025 and held it in 1 quarter. The position peaked at $5.79K in Q3 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q4 2025.

  • Principal Securities reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 215 FT Vest Buffered Allocation Growth ETF shares in Q4 2025, an estimated $5.79K.
  • Principal Securities first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's FT Vest Buffered Allocation Growth ETF position peaked at $5.79K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.