WORLD EQUITY GROUP, INC.
$447M in tracked AUM across 375 positions as of Q2 2026.
World Equity Group's three First Trust buffer ETFs — BUFG, BUFR, and BUFQ — grew by just 1.5%, 1.7%, and 1.2% in share count this quarter, virtually unchanged from the prior period, even as the fund's overall assets grew 24.7% (from $358.3 million to $446.6 million) and 60 other positions shifted meaningfully. That near-total stillness in three defined-outcome funds, set against a book adding new tech names (AMD, Lam Research, CrowdStrike, Cisco, SanDisk) and nearly doubling its SPY stake, reads as automated dollar-cost-averaging in the buffer sleeve layered under active tactical decisions everywhere else. Apple remains the largest holding by dollar value but actually shed shares (-3.9%), its share of the book falling from 6.1% to 5.0% even as the position's price held roughly flat.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.