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Silver Oak Securities’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-45,773
Closed -$1.17M – 759
2025
Q2 		$1.17M Buy
45,773
+137
+0.3% +$3.31K 0.1% 225
2025
Q1 		$1.08M Buy
45,636
+3,978
+10% +$97.7K 0.1% 221
2024
Q4 		$1.02M Buy
41,658
+5,910
+17% +$145K 0.1% 231
2024
Q3 		$858K Buy
35,748
+27,763
+348% +$651K 0.09% 232
2024
Q2 		$185K Sell
7,985
-767
-9% -$17.3K 0.03% 390
2024
Q1 		$197K Sell
8,752
-17,462
-67% -$382K 0.03% 378
2023
Q4 		$558K Buy
26,214
+13,474
+106% +$274K 0.07% 259
2023
Q3 		$251K Sell
12,740
-3,773
-23% -$76.4K 0.05% 255
2023
Q2 		$333K Buy
16,513
+1,723
+12% +$33.3K 0.05% 310
2023
Q1 		$280K Buy
14,790
+4,334
+41% +$80.4K 0.05% 299
2022
Q4 		$188K Sell
10,456
-2,284
-18% -$40.9K 0.04% 290
2022
Q3 		$251K Buy
+12,740
New +$232K 0.05% 255

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Silver Oak Securities's BUFG Position: Q3 2025 in Review

Silver Oak Securities sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 45,773 shares — an estimated $1.17M sold.

Silver Oak Securities first reported a position in BUFG in Q3 2022 and held it in 12 quarters. The position peaked at $1.17M in Q2 2025. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

  • Silver Oak Securities reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 45,773 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $1.17M.
  • Silver Oak Securities first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2022 and held it in 12 quarters.
  • Silver Oak Securities's FT Vest Buffered Allocation Growth ETF position peaked at $1.17M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.