AssetMark Inc
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AssetMark Inc’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

AssetMark Inc’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 		$3.25M Sell
125,437
-1,041
-0.8% -$26.7K 0.01% 845
2026
Q1 		$3.14M Buy
126,478
+6,731
+6% +$166K 0.01% 778
2025
Q4 		$2.95M Sell
119,747
-4,794
-4% -$117K 0.01% 769
2025
Q3 		$3.01M Buy
124,541
+7,208
+6% +$172K 0.01% 733
2025
Q2 		$2.76M Buy
117,333
+17,698
+18% +$402K 0.01% 703
2025
Q1 		$2.24M Sell
99,635
-2,539
-2% -$57.4K 0.01% 689
2024
Q4 		$2.29M Buy
102,174
+8,496
+9% +$190K 0.01% 681
2024
Q3 		$2.07M Buy
93,678
+10,906
+13% +$239K 0.01% 648
2024
Q2 		$1.8M Buy
82,772
+5,667
+7% +$122K 0.01% 640
2024
Q1 		$1.65M Buy
77,105
+13,322
+21% +$281K 0.01% 622
2023
Q4 		$1.33M Buy
63,783
+22,516
+55% +$454K ﹤0.01% 610
2023
Q3 		$813K Buy
41,267
+25,832
+167% +$516K ﹤0.01% 659
2023
Q2 		$307K Buy
+15,435
New +$298K ﹤0.01% 785

Other funds holding BUFT

CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

AssetMark Inc's BUFT Position: Q2 2026 in Review

AssetMark Inc reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 0.82% in Q2 2026, selling an estimated $26.7K and leaving 125,437 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #845.

AssetMark Inc first reported a position in BUFT in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • AssetMark Inc held 125,437 shares of FT Vest Buffered Allocation Defensive ETF worth $3.25M as of Q2 2026.
  • AssetMark Inc sold 1,041 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $26.7K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #845 holding.
  • AssetMark Inc first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2023 and has held it in 13 quarters since.
  • 22 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.