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
Q3 		$3.36M Buy
127,230
+1,793
+1% +$47K 0.01% 821
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

Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Lunt Capital Management
Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors Walnut Creek, California $90.1M AUM 21.01% 1-Year Est. Return
Quad-Cities Investment Group
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AssetMark Inc's BUFT Position: Q3 2026 in Review

AssetMark Inc increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 1.4% in Q3 2026, buying an estimated $47K and bringing the position to 127,230 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #821.

AssetMark Inc first reported a position in BUFT in Q2 2023 and has held it in 14 quarters since. 19 funds tracked by Wall St. Rank hold BUFT as of Q3 2026.

  • AssetMark Inc held 127,230 shares of FT Vest Buffered Allocation Defensive ETF worth $3.36M as of Q3 2026.
  • AssetMark Inc bought 1,793 FT Vest Buffered Allocation Defensive ETF shares in Q3 2026, an estimated $47K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #821 holding.
  • AssetMark Inc first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2023 and has held it in 14 quarters since.
  • 19 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.