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TCFG Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

TCFG Wealth Management’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 		$545K Hold
20,295
– – 0.2% 119
2025
Q4 		$559K Sell
20,295
-612
-3% -$16.6K 0.22% 120
2025
Q3 		$563K Sell
20,907
-1,690
-7% -$44.3K 0.22% 114
2025
Q2 		$577K Buy
22,597
+300
+1% +$7.25K 0.26% 106
2025
Q1 		$530K Sell
22,297
-18
-0.1% -$442 0.27% 102
2024
Q4 		$547K Buy
22,315
+167
+0.8% +$4.09K 0.28% 92
2024
Q3 		$534K Buy
+22,148
New +$520K 0.27% 92

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

TCFG Wealth Management's BUFG Position: Q1 2026 in Review

TCFG Wealth Management held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 20,295 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #119.

TCFG Wealth Management first reported a position in BUFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $577K in Q2 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • TCFG Wealth Management held 20,295 shares of FT Vest Buffered Allocation Growth ETF worth $545K as of Q1 2026.
  • TCFG Wealth Management left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
  • FT Vest Buffered Allocation Growth ETF made up 0.2% of TCFG Wealth Management's portfolio in Q1 2026, its #119 holding.
  • TCFG Wealth Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's FT Vest Buffered Allocation Growth ETF position peaked at $577K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.