Synergy Asset Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History
Bought
Maintained
Sold
Other funds holding BGLD
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Synergy Asset Management's BGLD Position: Q2 2026 in Review
Synergy Asset Management opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026: 28,945 shares worth $472K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in BGLD as recently as Q3 2025.
Synergy Asset Management first reported a position in BGLD in Q4 2024 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.
- Synergy Asset Management held 28,945 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $472K as of Q2 2026.
- FT Vest Gold Strategy Quarterly Buffer ETF was a new Synergy Asset Management position in Q2 2026.
- FT Vest Gold Strategy Quarterly Buffer ETF made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #164 holding.
- Synergy Asset Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and has held it in 4 quarters since.
- 37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.