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

Sunbelt 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
2026
Q1 		$56.4K Hold
2,101
– – ﹤0.01% 990
2025
Q4 		$57.8K Hold
2,101
– – ﹤0.01% 960
2025
Q3 		$56.6K Hold
2,101
– – ﹤0.01% 973
2025
Q2 		$51.5K Hold
2,101
– – ﹤0.01% 923
2025
Q1 		$50K Hold
2,101
– – ﹤0.01% 909
2024
Q4 		$51.6K Sell
2,101
-631
-23% -$15.4K ﹤0.01% 922
2024
Q3 		$65.9K Buy
+2,732
New +$64.1K 0.01% 869

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

Sunbelt Securities's BUFG Position: Q1 2026 in Review

Sunbelt Securities held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 2,101 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Sunbelt Securities first reported a position in BUFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $65.9K in Q3 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Sunbelt Securities held 2,101 shares of FT Vest Buffered Allocation Growth ETF worth $56.4K as of Q1 2026.
  • Sunbelt Securities left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
  • FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #990 holding.
  • Sunbelt Securities first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's FT Vest Buffered Allocation Growth ETF position peaked at $65.9K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.