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Action Point Financial Planning’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Action Point Financial Planning’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Buy
+1,929
New +$49.5K 0.01% 819

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's BUFT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2026: 1,929 shares worth $49.9K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings.

58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • Action Point Financial Planning held 1,929 shares of FT Vest Buffered Allocation Defensive ETF worth $49.9K as of Q2 2026.
  • FT Vest Buffered Allocation Defensive ETF was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest Buffered Allocation Defensive ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #819 holding.
  • 58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.