Private Advisory Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Private Advisory 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 Q3	$297K	Buy	+18,205	New	+$305K	0.02%	276

Other funds holding BGLD

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

Private Advisory Group's BGLD Position: Q3 2026 in Review

Private Advisory Group opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q3 2026: 18,205 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings.

13 funds tracked by Wall St. Rank hold BGLD as of Q3 2026.

Private Advisory Group held 18,205 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $297K as of Q3 2026.
FT Vest Gold Strategy Quarterly Buffer ETF was a new Private Advisory Group position in Q3 2026.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #276 holding.
13 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.