Transcend Capital Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Transcend Capital 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 Q1	$2.92M	Buy	108,712 +722	+0.7%	+$19.9K	0.23%	87
2025 Q4	$2.97M	Buy	107,990 +11,132	+11%	+$303K	0.23%	92
2025 Q3	$2.61M	Buy	96,858 +21,853	+29%	+$573K	0.18%	120
2025 Q2	$1.92M	Buy	75,005 +24,894	+50%	+$602K	0.15%	150
2025 Q1	$1.19M	Buy	+50,111	New	+$1.23M	0.09%	224

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Transcend Capital Advisors's BUFG Position: Q1 2026 in Review

Transcend Capital Advisors increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.67% in Q1 2026, buying an estimated $19.9K and bringing the position to 108,712 shares worth $2.92M. The position accounts for 0.23% of the portfolio, ranked #87.

Transcend Capital Advisors first reported a position in BUFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.97M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Transcend Capital Advisors held 108,712 shares of FT Vest Buffered Allocation Growth ETF worth $2.92M as of Q1 2026.
Transcend Capital Advisors bought 722 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $19.9K.
FT Vest Buffered Allocation Growth ETF made up 0.23% of Transcend Capital Advisors's portfolio in Q1 2026, its #87 holding.
Transcend Capital Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2025 and has held it in 5 quarters since.
Transcend Capital Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $2.97M in Q4 2025.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.