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Sigma Planning Corp’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Sigma Planning Corp’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
Q1 		$474K Sell
17,659
-3,543
-17% -$97.5K 0.01% 857
2025
Q4 		$566K Sell
21,202
-5,247
-20% -$143K 0.02% 748
2025
Q3 		$713K Buy
26,449
+172
+0.7% +$4.51K 0.02% 666
2025
Q2 		$671K Buy
26,277
+160
+0.6% +$3.87K 0.02% 664
2025
Q1 		$621K Buy
26,117
+4,311
+20% +$106K 0.02% 641
2024
Q4 		$534K Sell
21,806
-1,324
-6% -$32.4K 0.02% 718
2024
Q3 		$558K Sell
23,130
-280
-1% -$6.57K 0.02% 703
2024
Q2 		$543K Sell
23,410
-1,420
-6% -$32.1K 0.02% 688
2024
Q1 		$559K Buy
24,830
+14,900
+150% +$326K 0.02% 722
2023
Q4 		$211K Sell
9,930
-29,852
-75% -$606K 0.02% 763
2023
Q3 		$783K Sell
39,782
-3,473
-8% -$70.3K 0.03% 546
2023
Q2 		$873K Sell
43,255
-22,709
-34% -$439K 0.03% 517
2023
Q1 		$1.25M Sell
65,964
-14,353
-18% -$266K 0.04% 426
2022
Q4 		$1.44M Sell
80,317
-4,706
-6% -$84.3K 0.05% 365
2022
Q3 		$1.43M Buy
85,023
+33,534
+65% +$612K 0.05% 339
2022
Q2 		$909K Buy
51,489
+33,668
+189% +$625K 0.03% 502
2022
Q1 		$353K Buy
+17,821
New +$350K 0.01% 990

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Sigma Planning Corp's BUFG Position: Q1 2026 in Review

Sigma Planning Corp reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 17% in Q1 2026, selling an estimated $97.5K and leaving 17,659 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #857.

Sigma Planning Corp first reported a position in BUFG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2022. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Sigma Planning Corp held 17,659 shares of FT Vest Buffered Allocation Growth ETF worth $474K as of Q1 2026.
  • Sigma Planning Corp sold 3,543 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $97.5K.
  • FT Vest Buffered Allocation Growth ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #857 holding.
  • Sigma Planning Corp first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Sigma Planning Corp's FT Vest Buffered Allocation Growth ETF position peaked at $1.44M in Q4 2022.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.