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World Equity Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

World Equity Group’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
2023
Q4 		– Sell
-46,542
Closed -$884K – 333
2023
Q3 		$884K Sell
46,542
-1,287
-3% -$25.2K 0.18% 130
2023
Q2 		$937K Sell
47,829
-13,434
-22% -$265K 0.28% 95
2023
Q1 		$3.78M Buy
61,263
+9,535
+18% +$180K 0.57% 39
2022
Q4 		$951K Sell
51,728
-1,548
-3% -$27.4K 0.23% 115
2022
Q3 		$920K Buy
+53,276
New +$944K 0.23% 107

Other funds holding BGLD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

World Equity Group's BGLD Position: Q4 2023 in Review

World Equity Group sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q4 2023, closing a stake of 46,542 shares — an estimated $884K sold.

World Equity Group first reported a position in BGLD in Q3 2022 and held it in 5 quarters. The position peaked at $3.78M in Q1 2023. 23 funds tracked by Wall St. Rank hold BGLD as of Q4 2023.

  • World Equity Group reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q4 2023 after selling out during the quarter.
  • World Equity Group sold 46,542 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q4 2023, an estimated $884K.
  • World Equity Group first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2022 and held it in 5 quarters.
  • World Equity Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $3.78M in Q1 2023.
  • 23 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.