World Equity Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

World Equity Group’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	$5M	Buy	170,648 +2,021	+1%	+$58K	1.12%	13
2026 Q1	$4.53M	Buy	168,627 +559	+0.3%	+$15.4K	1.17%	14
2025 Q4	$4.63M	Sell	168,068 -2,342	-1%	-$63.7K	1.29%	12
2025 Q3	$4.59M	Buy	170,410 +735	+0.4%	+$19.3K	1.04%	18
2025 Q2	$4.33M	Sell	169,675 -16,010	-9%	-$387K	1.18%	16
2025 Q1	$4.42M	Buy	185,685 +3,329	+2%	+$81.8K	1.26%	14
2024 Q4	$4.47M	Buy	182,356 +9,690	+6%	+$237K	0.96%	21
2024 Q3	$4.16M	Sell	172,666 -11,656	-6%	-$273K	1.5%	13
2024 Q2	$4.28M	Sell	184,322 -12,920	-7%	-$292K	1.28%	15
2024 Q1	$4.44M	Sell	197,242 -40,333	-17%	-$882K	0.91%	18
2023 Q4	$5.06M	Buy	237,575 +26,599	+13%	+$540K	1.01%	16
2023 Q3	$4.14M	Buy	210,976 +34,246	+19%	+$694K	0.86%	21
2023 Q2	$3.57M	Buy	176,730 +152,311	+624%	+$2.95M	1.05%	14
2023 Q1	$1.41M	Sell	24,419 -346,740	-93%	-$6.44M	0.21%	121
2022 Q4	$6.67M	Buy	371,159 +675	+0.2%	+$12.1K	1.58%	7
2022 Q3	$6.25M	Buy	+370,484	New	+$6.76M	1.58%	8

Other funds holding BUFG

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

World Equity Group's BUFG Position: Q2 2026 in Review

World Equity Group increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 1.2% in Q2 2026, buying an estimated $58K and bringing the position to 170,648 shares worth $5M. The position accounts for 1.12% of the portfolio, ranked #13.

World Equity Group first reported a position in BUFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.67M in Q4 2022. 16 funds tracked by Wall St. Rank hold BUFG as of Q2 2026.

World Equity Group held 170,648 shares of FT Vest Buffered Allocation Growth ETF worth $5M as of Q2 2026.
World Equity Group bought 2,021 FT Vest Buffered Allocation Growth ETF shares in Q2 2026, an estimated $58K.
FT Vest Buffered Allocation Growth ETF made up 1.12% of World Equity Group's portfolio in Q2 2026, its #13 holding.
World Equity Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2022 and has held it in 16 quarters since.
World Equity Group's FT Vest Buffered Allocation Growth ETF position peaked at $6.67M in Q4 2022.
16 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.