AE Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

AE Wealth Management’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	$2.02K	Buy	+78	New	+$2K	﹤0.01%	2552
2025 Q2	–	Sell	-130	Closed	-$2.92K	–	2177
2025 Q1	$2.92K	Buy	+130	New	+$2.94K	﹤0.01%	1995
2024 Q1	–	Sell	-672,062	Closed	-$14.2M	–	1262
2023 Q4	$14.2M	Buy	672,062 +640,919	+2,058%	+$12.9M	0.07%	316
2023 Q3	$613K	Buy	31,143 +97	+0.3%	+$1.94K	﹤0.01%	1282
2023 Q2	$618K	Buy	+31,046	New	+$599K	﹤0.01%	1278
2022 Q4	–	Sell	-10,297	Closed	-$186K	–	1820
2022 Q3	$186K	Sell	10,297 -17	-0.2%	-$319	﹤0.01%	1617
2022 Q2	$191K	Buy	+10,314	New	+$198K	﹤0.01%	1604

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's BUFT Position: Q2 2026 in Review

AE Wealth Management opened a new position in FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2026: 78 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #2552 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in BUFT as recently as Q1 2025.

AE Wealth Management first reported a position in BUFT in Q2 2022 and has held it in 7 quarters since. The position peaked at $14.2M in Q4 2023. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

AE Wealth Management held 78 shares of FT Vest Buffered Allocation Defensive ETF worth $2.02K as of Q2 2026.
FT Vest Buffered Allocation Defensive ETF was a new AE Wealth Management position in Q2 2026.
FT Vest Buffered Allocation Defensive ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2552 holding.
AE Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and has held it in 7 quarters since.
AE Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $14.2M in Q4 2023.
58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.