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

Avior 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 		– Sell
-31,549
Closed -$783K – 809
2026
Q1 		$783K Hold
31,549
– – 0.02% 417
2025
Q4 		$776K Hold
31,549
– – 0.02% 355
2025
Q3 		$762K Hold
31,549
– – 0.02% 354
2025
Q2 		$743K Sell
31,549
-65
-0.2% -$1.48K 0.03% 344
2025
Q1 		$710K Hold
31,614
– – 0.03% 326
2024
Q4 		$709K Buy
31,614
+11,800
+60% +$263K 0.03% 358
2024
Q3 		$438K Hold
19,814
– – 0.02% 486
2024
Q2 		$432K Sell
19,814
-3,315
-14% -$71.3K 0.02% 469
2024
Q1 		$494K Sell
23,129
-7,829
-25% -$165K 0.02% 457
2023
Q4 		$645K Sell
30,958
-39,186
-56% -$790K 0.04% 289
2023
Q3 		$1.38M Buy
70,144
+565
+0.8% +$11.3K 0.09% 151
2023
Q2 		$1.38M Sell
69,579
-14,542
-17% -$281K 0.09% 156
2023
Q1 		$1.6M Buy
+84,121
New +$1.58M 0.11% 142

Other funds holding BUFT

CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Avior Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2026, closing a stake of 31,549 shares — an estimated $783K sold.

Avior Wealth Management first reported a position in BUFT in Q1 2023 and held it in 13 quarters. The position peaked at $1.6M in Q1 2023. 7 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • Avior Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 31,549 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $783K.
  • Avior Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2023 and held it in 13 quarters.
  • Avior Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $1.6M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.