Barrett & Company’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Barrett & Company’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 Q1	$304K	Buy	12,248 +150	+1%	+$3.71K	0.1%	114
2025 Q4	$298K	Hold	12,098	–	–	0.1%	115
2025 Q3	$292K	Hold	12,098	–	–	0.1%	119
2025 Q2	$285K	Hold	12,098	–	–	0.11%	119
2025 Q1	$272K	Hold	12,098	–	–	0.12%	116
2024 Q4	$271K	Hold	12,098	–	–	0.11%	114
2024 Q3	$267K	Buy	12,098 +1,000	+9%	+$22K	0.12%	119
2024 Q2	$242K	Hold	11,098	–	–	0.11%	121
2024 Q1	$237K	Sell	11,098 -303	-3%	-$6.4K	0.11%	120
2023 Q4	$237K	Hold	11,401	–	–	0.13%	119
2023 Q3	$224K	Hold	11,401	–	–	0.13%	116
2023 Q2	$227K	Hold	11,401	–	–	0.13%	119
2023 Q1	$217K	Hold	11,401	–	–	0.14%	118
2022 Q4	$210K	Hold	11,401	–	–	0.14%	108
2022 Q3	$210K	Buy	+11,401	New	+$214K	0.14%	108

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Barrett & Company's BUFT Position: Q1 2026 in Review

Barrett & Company increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 1.2% in Q1 2026, buying an estimated $3.71K and bringing the position to 12,248 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #114.

Barrett & Company first reported a position in BUFT in Q3 2022 and has held it in 15 quarters since. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Barrett & Company held 12,248 shares of FT Vest Buffered Allocation Defensive ETF worth $304K as of Q1 2026.
Barrett & Company bought 150 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $3.71K.
FT Vest Buffered Allocation Defensive ETF made up 0.1% of Barrett & Company's portfolio in Q1 2026, its #114 holding.
Barrett & Company first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2022 and has held it in 15 quarters since.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.