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 Q3	$1.63M	Sell	54,601 -116,047	-68%	-$3.45M	0.67%	32
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 $486M AUM 13.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

World Equity Group's BUFG Position: Q3 2026 in Review

World Equity Group reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 68% in Q3 2026, selling an estimated $3.45M and leaving 54,601 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #32.

World Equity Group first reported a position in BUFG in Q3 2022 and has held it in 17 quarters since. The position peaked at $6.67M in Q4 2022. 15 funds tracked by Wall St. Rank hold BUFG as of Q3 2026.

World Equity Group held 54,601 shares of FT Vest Buffered Allocation Growth ETF worth $1.63M as of Q3 2026.
World Equity Group sold 116,047 FT Vest Buffered Allocation Growth ETF shares in Q3 2026, an estimated $3.45M.
FT Vest Buffered Allocation Growth ETF made up 0.67% of World Equity Group's portfolio in Q3 2026, its #32 holding.
World Equity Group first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2022 and has held it in 17 quarters since.
World Equity Group's FT Vest Buffered Allocation Growth ETF position peaked at $6.67M in Q4 2022.
15 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.