Twin Peaks Wealth Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.2K Buy
+942
New +$16.8K ﹤0.01% 806
2025
Q3
Sell
-942
Closed -$20.5K 392
2025
Q2
$20.5K Buy
+942
New +$20.1K 0.01% 603

Other funds holding BGLD

Twin Peaks Wealth Advisors's BGLD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2026: 942 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BGLD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BGLD in Q2 2025 and has held it in 2 quarters since. The position peaked at $20.5K in Q2 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 942 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $16.2K as of Q1 2026.
  • FT Vest Gold Strategy Quarterly Buffer ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #806 holding.
  • Twin Peaks Wealth Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $20.5K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.