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Synergy Asset Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Synergy Asset Management’s Portfolio BGLD Stock Details BGLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,170
Closed -$214K – 188
2025
Q1 		$214K Buy
10,170
+6,302
+163% +$132K 0.03% 163
2024
Q4 		$87.3K Buy
+3,868
New +$87.3K 0.01% 240