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 Q2	$982K	Sell	37,938 -779	-2%	-$20K	0.02%	548
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 $793M AUM 21.06% 1-Year Est. Return

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Great Valley Advisor Group's BUFT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 2% in Q2 2026, selling an estimated $20K and leaving 37,938 shares worth $982K. The position accounts for 0.02% of the portfolio, ranked #548.

Great Valley Advisor Group first reported a position in BUFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

Great Valley Advisor Group held 37,938 shares of FT Vest Buffered Allocation Defensive ETF worth $982K as of Q2 2026.
Great Valley Advisor Group sold 779 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $20K.
FT Vest Buffered Allocation Defensive ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #548 holding.
Great Valley Advisor Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2025 and has held it in 6 quarters since.
Great Valley Advisor Group's FT Vest Buffered Allocation Defensive ETF position peaked at $1.74M in Q2 2025.
58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.