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Great Valley Advisor Group’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Great Valley Advisor Group’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 		$961K Sell
38,717
-6,456
-14% -$160K 0.02% 522
2025
Q4 		$1.11M Sell
45,173
-18,477
-29% -$450K 0.02% 463
2025
Q3 		$1.54M Sell
63,650
-10,303
-14% -$246K 0.03% 391
2025
Q2 		$1.74M Buy
73,953
+1,211
+2% +$27.5K 0.04% 344
2025
Q1 		$1.63M Buy
+72,742
New +$1.64M 0.04% 351

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

Great Valley Advisor Group's BUFT Position: Q1 2026 in Review

Great Valley Advisor Group reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 14% in Q1 2026, selling an estimated $160K and leaving 38,717 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #522.

Great Valley Advisor Group first reported a position in BUFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

  • Great Valley Advisor Group held 38,717 shares of FT Vest Buffered Allocation Defensive ETF worth $961K as of Q1 2026.
  • Great Valley Advisor Group sold 6,456 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $160K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #522 holding.
  • Great Valley Advisor Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's FT Vest Buffered Allocation Defensive ETF position peaked at $1.74M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.