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

Secured Retirement 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
2026 Q2	$500K	Buy	30,717 +1,321	+4%	+$22.6K	0.26%	112
2026 Q1	$504K	Buy	29,396 +767	+3%	+$13.7K	0.29%	105
2025 Q4	$490K	Sell	28,629 -3,763	-12%	-$90.2K	0.27%	98
2025 Q3	$772K	Sell	32,392 -3,085	-9%	-$68.7K	0.43%	87
2025 Q2	$762K	Buy	35,477 +395	+1%	+$8.43K	0.45%	87
2025 Q1	$737K	Buy	35,082 +2,850	+9%	+$56.4K	0.48%	88
2024 Q4	$592K	Buy	32,232 +2,499	+8%	+$53.7K	0.34%	103
2024 Q3	$671K	Buy	29,733 +1,448	+5%	+$31.2K	0.48%	69
2024 Q2	$576K	Buy	28,285 +4,407	+18%	+$89.1K	0.45%	66
2024 Q1	$471K	Buy	23,878 +4,058	+20%	+$76.3K	0.4%	72
2023 Q4	$373K	Buy	+19,820	New	+$385K	0.36%	76

Other funds holding BGLD

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Secured Retirement Advisors's BGLD Position: Q2 2026 in Review

Secured Retirement Advisors increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 4.5% in Q2 2026, buying an estimated $22.6K and bringing the position to 30,717 shares worth $500K. The position accounts for 0.26% of the portfolio, ranked #112.

Secured Retirement Advisors first reported a position in BGLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $772K in Q3 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Secured Retirement Advisors held 30,717 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $500K as of Q2 2026.
Secured Retirement Advisors bought 1,321 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $22.6K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.26% of Secured Retirement Advisors's portfolio in Q2 2026, its #112 holding.
Secured Retirement Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $772K in Q3 2025.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.