Envestnet Portfolio Solutions’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-11,690	Closed	-$262K	–	1570
2024 Q4	$262K	Sell	11,690 -396	-3%	-$8.84K	﹤0.01%	1562
2024 Q3	$267K	Buy	12,086 +20	+0.2%	+$439	﹤0.01%	1509
2024 Q2	$263K	Sell	12,066 -1,395	-10%	-$30K	﹤0.01%	1449
2024 Q1	$287K	Buy	13,461 +947	+8%	+$20K	﹤0.01%	1384
2023 Q4	$261K	Sell	12,514 -236	-2%	-$4.76K	﹤0.01%	1369
2023 Q3	$251K	Buy	+12,750	New	+$254K	﹤0.01%	1319

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Envestnet Portfolio Solutions's BUFT Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2025, closing a stake of 11,690 shares — an estimated $262K sold.

Envestnet Portfolio Solutions first reported a position in BUFT in Q3 2023 and held it in 6 quarters. The position peaked at $287K in Q1 2024. 61 funds tracked by Wall St. Rank hold BUFT as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,690 FT Vest Buffered Allocation Defensive ETF shares in Q1 2025, an estimated $262K.
Envestnet Portfolio Solutions first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's FT Vest Buffered Allocation Defensive ETF position peaked at $287K in Q1 2024.
61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.