Regal Investment Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Regal Investment Advisors’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 Q2	–	Sell	-54,015	Closed	-$1.28M	–	483
2025 Q1	$1.28M	Buy	54,015 +8,710	+19%	+$214K	0.1%	190
2024 Q4	$1.11M	Buy	45,305 +8,450	+23%	+$207K	0.08%	212
2024 Q3	$889K	Buy	36,855 +1,540	+4%	+$36.1K	0.06%	260
2024 Q2	$819K	Buy	35,315 +7,375	+26%	+$167K	0.05%	279
2024 Q1	$629K	Buy	27,940 +9,980	+56%	+$218K	0.04%	316
2023 Q4	$382K	Sell	17,960 -1,000	-5%	-$20.3K	0.03%	372
2023 Q3	$373K	Buy	18,960 +3,000	+19%	+$60.8K	0.03%	347
2023 Q2	$322K	Sell	15,960 -1,050	-6%	-$20.3K	0.03%	383
2023 Q1	$322K	Buy	17,010 +1,650	+11%	+$30.6K	0.03%	372
2022 Q4	$276K	Buy	+15,360	New	+$275K	0.03%	394

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Regal Investment Advisors's BUFG Position: Q2 2025 in Review

Regal Investment Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2025, closing a stake of 54,015 shares — an estimated $1.28M sold.

Regal Investment Advisors first reported a position in BUFG in Q4 2022 and held it in 10 quarters. The position peaked at $1.28M in Q1 2025. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

Regal Investment Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2025 after selling out during the quarter.
Regal Investment Advisors sold 54,015 FT Vest Buffered Allocation Growth ETF shares in Q2 2025, an estimated $1.28M.
Regal Investment Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 10 quarters.
Regal Investment Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $1.28M in Q1 2025.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

Based on Regal Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.