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 Q1	$31.8K	Buy	+1,184	New	+$32.6K	﹤0.01%	1578

Other funds holding BUFG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $49B AUM 17.78% 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

Waverly Advisors's BUFG Position: Q1 2026 in Review

Waverly Advisors opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2026: 1,184 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings.

88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Waverly Advisors held 1,184 shares of FT Vest Buffered Allocation Growth ETF worth $31.8K as of Q1 2026.
FT Vest Buffered Allocation Growth ETF was a new Waverly Advisors position in Q1 2026.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1578 holding.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.