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

Evolution 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
Q1 		$207K Sell
8,339
-118
-1% -$2.92K 0.15% 103
2025
Q4 		$208K Sell
8,457
-220
-3% -$5.35K 0.17% 96
2025
Q3 		$210K Hold
8,677
– – 0.22% 87
2025
Q2 		$204K Buy
+8,677
New +$197K 0.25% 72

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

Evolution Wealth Management's BUFT Position: Q1 2026 in Review

Evolution Wealth Management reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 1.4% in Q1 2026, selling an estimated $2.92K and leaving 8,339 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #103.

Evolution Wealth Management first reported a position in BUFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $210K in Q3 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

  • Evolution Wealth Management held 8,339 shares of FT Vest Buffered Allocation Defensive ETF worth $207K as of Q1 2026.
  • Evolution Wealth Management sold 118 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $2.92K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.15% of Evolution Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Evolution Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $210K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.