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Valtinson Bruner Financial Planning’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Valtinson Bruner Financial Planning’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 		$2.93M Buy
108,906
+360
+0.3% +$9.91K 0.8% 24
2025
Q4 		$2.99M Sell
108,546
-601
-0.6% -$16.3K 0.86% 24
2025
Q3 		$2.94M Buy
109,147
+1,226
+1% +$32.2K 0.87% 26
2025
Q2 		$2.76M Sell
107,921
-1
-0% -$24 0.87% 25
2025
Q1 		$2.57M Hold
107,922
– – 0.87% 25
2024
Q4 		$2.64M Buy
107,922
+1,760
+2% +$43.1K 0.92% 27
2024
Q3 		$2.56M Sell
106,162
-441
-0.4% -$10.3K 0.89% 25
2024
Q2 		$2.47M Sell
106,603
-1,133
-1% -$25.6K 0.98% 27
2024
Q1 		$2.43M Buy
107,736
+248
+0.2% +$5.42K 1.03% 27
2023
Q4 		$2.29M Sell
107,488
-2,536
-2% -$51.5K 1.18% 30
2023
Q3 		$2.16M Sell
110,024
-1,250
-1% -$25.3K 1.18% 31
2023
Q2 		$2.25M Sell
111,274
-165
-0.1% -$3.19K 1.21% 30
2023
Q1 		$2.11M Sell
111,439
-18,404
-14% -$342K 1.21% 26
2022
Q4 		$2.37M Sell
129,843
-6,349
-5% -$114K 1.37% 26
2022
Q3 		$2.3M Sell
136,192
-105,273
-44% -$1.92M 1.42% 25
2022
Q2 		$4.26M Buy
+241,465
New +$4.49M 2.6% 10
2022
Q1 		– Sell
-17,393
Closed -$353K – 95
2021
Q4 		$353K Buy
+17,393
New +$350K 0.19% 74

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

Valtinson Bruner Financial Planning's BUFG Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.33% in Q1 2026, buying an estimated $9.91K and bringing the position to 108,906 shares worth $2.93M. The position accounts for 0.8% of the portfolio, ranked #24.

Valtinson Bruner Financial Planning first reported a position in BUFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.26M in Q2 2022. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Valtinson Bruner Financial Planning held 108,906 shares of FT Vest Buffered Allocation Growth ETF worth $2.93M as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 360 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $9.91K.
  • FT Vest Buffered Allocation Growth ETF made up 0.8% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #24 holding.
  • Valtinson Bruner Financial Planning first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Valtinson Bruner Financial Planning's FT Vest Buffered Allocation Growth ETF position peaked at $4.26M in Q2 2022.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.