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TCFG Investment Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

TCFG Investment Advisors’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 		$593K Sell
20,238
-57
-0.3% -$1.64K 0.2% 131
2026
Q1 		$545K Buy
+20,295
New +$558K 0.2% 119

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
FL
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

TCFG Investment Advisors's BUFG Position: Q2 2026 in Review

TCFG Investment Advisors reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.28% in Q2 2026, selling an estimated $1.64K and leaving 20,238 shares worth $593K. The position accounts for 0.2% of the portfolio, ranked #131.

TCFG Investment Advisors first reported a position in BUFG in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • TCFG Investment Advisors held 20,238 shares of FT Vest Buffered Allocation Growth ETF worth $593K as of Q2 2026.
  • TCFG Investment Advisors sold 57 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $1.64K.
  • FT Vest Buffered Allocation Growth ETF made up 0.2% of TCFG Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • TCFG Investment Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.