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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
Q2 		$216K Sell
8,336
-3
-0% -$77 0.13% 112
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

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Evolution Wealth Management reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 0.04% in Q2 2026, selling an estimated $77 and leaving 8,336 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #112.

Evolution Wealth Management first reported a position in BUFT in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • Evolution Wealth Management held 8,336 shares of FT Vest Buffered Allocation Defensive ETF worth $216K as of Q2 2026.
  • Evolution Wealth Management sold 3 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $77.
  • FT Vest Buffered Allocation Defensive ETF made up 0.13% of Evolution Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Evolution Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.