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PSI Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

PSI Advisors’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
2025
Q1 		– Sell
-77
Closed -$1.42K – 764
2024
Q4 		$1.42K Sell
77
-24
-24% -$516 ﹤0.01% 759
2024
Q3 		$2.28K Hold
101
– – ﹤0.01% 730
2024
Q2 		$2.06K Buy
+101
New +$2.04K ﹤0.01% 713

Other funds holding BGLD

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

PSI Advisors's BGLD Position: Q1 2025 in Review

PSI Advisors sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2025, closing a stake of 77 shares — an estimated $1.42K sold.

PSI Advisors first reported a position in BGLD in Q2 2024 and held it in 3 quarters. The position peaked at $2.28K in Q3 2024. 29 funds tracked by Wall St. Rank hold BGLD as of Q1 2025.

  • PSI Advisors reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 77 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2025, an estimated $1.42K.
  • PSI Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $2.28K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.