Simplicity Wealth’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Simplicity Wealth’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	$254K	Sell	8,680 -481	-5%	-$13.8K	0.01%	899
2026 Q1	$246K	Sell	9,161 -79	-0.9%	-$2.17K	0.01%	656
2025 Q4	$254K	Sell	9,240 -608	-6%	-$16.5K	0.02%	612
2025 Q3	$265K	Sell	9,848 -10,502	-52%	-$275K	0.02%	596
2025 Q2	$520K	Buy	20,350 +10,348	+103%	+$250K	0.02%	449
2025 Q1	$238K	Buy	+10,002	New	+$246K	0.02%	480
2023 Q2	–	Sell	-43,168	Closed	-$818K	–	78
2023 Q1	$818K	Sell	43,168 -2	-0%	-$37	0.54%	31
2022 Q4	$775K	Buy	+43,170	New	+$773K	0.68%	25

Other funds holding BUFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Simplicity Wealth's BUFG Position: Q2 2026 in Review

Simplicity Wealth reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 5.3% in Q2 2026, selling an estimated $13.8K and leaving 8,680 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #899.

Simplicity Wealth first reported a position in BUFG in Q4 2022 and has held it in 8 quarters since. The position peaked at $818K in Q1 2023. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Simplicity Wealth held 8,680 shares of FT Vest Buffered Allocation Growth ETF worth $254K as of Q2 2026.
Simplicity Wealth sold 481 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $13.8K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #899 holding.
Simplicity Wealth first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and has held it in 8 quarters since.
Simplicity Wealth's FT Vest Buffered Allocation Growth ETF position peaked at $818K in Q1 2023.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.