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Steward Partners Investment Advisory’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Steward Partners Investment Advisory’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
2024
Q3 		– Sell
-110
Closed -$2.24K – 3753
2024
Q2 		$2.24K Hold
110
– – ﹤0.01% 3259
2024
Q1 		$2.17K Hold
110
– – ﹤0.01% 3274
2023
Q4 		$2.07K Hold
110
– – ﹤0.01% 3196
2023
Q3 		$2.09K Buy
+110
New +$2.15K ﹤0.01% 3075

Other funds holding BGLD

SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Steward Partners Investment Advisory's BGLD Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q3 2024, closing a stake of 110 shares — an estimated $2.24K sold.

Steward Partners Investment Advisory first reported a position in BGLD in Q3 2023 and held it in 4 quarters. The position peaked at $2.24K in Q2 2024. 25 funds tracked by Wall St. Rank hold BGLD as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 110 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q3 2024, an estimated $2.24K.
  • Steward Partners Investment Advisory first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $2.24K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.