Summit Financial’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Summit Financial’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	$836K	Buy	+28,516	New	+$819K	0.01%	901

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

Summit Financial's BUFG Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026: 28,516 shares worth $836K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings.

89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

Summit Financial held 28,516 shares of FT Vest Buffered Allocation Growth ETF worth $836K as of Q2 2026.
FT Vest Buffered Allocation Growth ETF was a new Summit Financial position in Q2 2026.
FT Vest Buffered Allocation Growth ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #901 holding.
89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.