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

Waverly 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
Q2 		– Sell
-1,184
Closed -$31.8K – 1765
2026
Q1 		$31.8K Buy
+1,184
New +$32.6K ﹤0.01% 1578

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Waverly Advisors's BUFG Position: Q2 2026 in Review

Waverly Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2026, closing a stake of 1,184 shares — an estimated $31.8K sold.

Waverly Advisors first reported a position in BUFG in Q1 2026 and held it in 1 quarter. The position peaked at $31.8K in Q1 2026. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

  • Waverly Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,184 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $31.8K.
  • Waverly Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $31.8K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.