Truist Financial
BGLD icon

Truist Financial’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Truist Financial’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,046
Closed -$198K – 2650
2024
Q1 		$198K Hold
10,046
– – ﹤0.01% 2490
2023
Q4 		$189K Hold
10,046
– – ﹤0.01% 2513
2023
Q3 		$191K Buy
+10,046
New +$197K ﹤0.01% 2452

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LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Truist Financial's BGLD Position: Q2 2024 in Review

Truist Financial sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2024, closing a stake of 10,046 shares — an estimated $198K sold.

Truist Financial first reported a position in BGLD in Q3 2023 and held it in 3 quarters. The position peaked at $198K in Q1 2024. 18 funds tracked by Wall St. Rank hold BGLD as of Q2 2024.

  • Truist Financial reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 10,046 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2024, an estimated $198K.
  • Truist Financial first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2023 and held it in 3 quarters.
  • Truist Financial's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $198K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.