SFG
BUFG icon

SageGuard Financial Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

SageGuard Financial Group’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
2026
Q2 		$342K Sell
11,659
-2,691
-19% -$77.2K 0.05% 164
2026
Q1 		$385K Sell
14,350
-25,764
-64% -$709K 0.06% 136
2025
Q4 		$1.1M Buy
+40,114
New +$1.09M 0.18% 84

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SageGuard Financial Group's BUFG Position: Q2 2026 in Review

SageGuard Financial Group reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 19% in Q2 2026, selling an estimated $77.2K and leaving 11,659 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #164.

SageGuard Financial Group first reported a position in BUFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 52 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • SageGuard Financial Group held 11,659 shares of FT Vest Buffered Allocation Growth ETF worth $342K as of Q2 2026.
  • SageGuard Financial Group sold 2,691 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $77.2K.
  • FT Vest Buffered Allocation Growth ETF made up 0.05% of SageGuard Financial Group's portfolio in Q2 2026, its #164 holding.
  • SageGuard Financial Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's FT Vest Buffered Allocation Growth ETF position peaked at $1.1M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.