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

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 $486M AUM 13.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 59 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.
59 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.