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Guardian Wealth Advisors (North Carolina)’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-6,520
Closed -$154K – 370
2025
Q2 		$154K Sell
6,520
-510
-7% -$11.6K 0.01% 340
2025
Q1 		$158K Hold
7,030
– – 0.01% 326
2024
Q4 		$158K Hold
7,030
– – 0.01% 321
2024
Q3 		$155K Hold
7,030
– – 0.02% 273
2024
Q2 		$153K Sell
7,030
-619
-8% -$13.3K 0.02% 263
2024
Q1 		$163K Sell
7,649
-4,217
-36% -$89.1K 0.02% 271
2023
Q4 		$247K Buy
11,866
+713
+6% +$14.4K 0.04% 214
2023
Q3 		$220K Sell
11,153
-1,716
-13% -$34.2K 0.04% 222
2023
Q2 		$256K Sell
12,869
-1,025
-7% -$19.8K 0.04% 187
2023
Q1 		$264K Sell
13,894
-6,317
-31% -$118K 0.05% 175
2022
Q4 		$373K Sell
20,211
-56,099
-74% -$1.04M 0.07% 136
2022
Q3 		$1.38M Sell
76,310
-7,092
-9% -$133K 0.26% 47
2022
Q2 		$1.55M Sell
83,402
-15,394
-16% -$295K 0.28% 42
2022
Q1 		$1.98M Buy
98,796
+94,796
+2,370% +$1.88M 0.85% 20
2021
Q4 		$81K Buy
+4,000
New +$80.2K 0.03% 163

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BUFT Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q3 2025, closing a stake of 6,520 shares — an estimated $154K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BUFT in Q4 2021 and held it in 15 quarters. The position peaked at $1.98M in Q1 2022. 59 funds tracked by Wall St. Rank hold BUFT as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 6,520 FT Vest Buffered Allocation Defensive ETF shares in Q3 2025, an estimated $154K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and held it in 15 quarters.
  • Guardian Wealth Advisors (North Carolina)'s FT Vest Buffered Allocation Defensive ETF position peaked at $1.98M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.