Harbour Investments’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Harbour Investments’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	$3M	Buy	121,019 +13,620	+13%	+$337K	0.05%	374
2025 Q4	$2.64M	Buy	107,399 +12,486	+13%	+$304K	0.05%	318
2025 Q3	$2.29M	Buy	94,913 +88,653	+1,416%	+$2.12M	0.05%	313
2025 Q2	$147K	Hold	6,260	–	–	﹤0.01%	1322
2025 Q1	$141K	Hold	6,260	–	–	﹤0.01%	1257
2024 Q4	$140K	Hold	6,260	–	–	﹤0.01%	1195
2024 Q3	$138K	Sell	6,260 -1,188	-16%	-$26.1K	﹤0.01%	1171
2024 Q2	$162K	Hold	7,448	–	–	0.01%	1026
2024 Q1	$159K	Hold	7,448	–	–	0.01%	1011
2023 Q4	$155K	Buy	7,448 +548	+8%	+$11K	0.01%	962
2023 Q3	$136K	Hold	6,900	–	–	0.01%	929
2023 Q2	$137K	Hold	6,900	–	–	0.01%	929
2023 Q1	$131K	Hold	6,900	–	–	0.01%	928
2022 Q4	$127K	Hold	6,900	–	–	0.01%	910
2022 Q3	$128K	Hold	6,900	–	–	0.01%	867
2022 Q2	$128K	Buy	+6,900	New	+$132K	0.01%	867
2021 Q4	$67K	Buy	+3,350	New	+$67.1K	﹤0.01%	1128

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) 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 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

Harbour Investments's BUFT Position: Q1 2026 in Review

Harbour Investments increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 13% in Q1 2026, buying an estimated $337K and bringing the position to 121,019 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #374.

Harbour Investments first reported a position in BUFT in Q4 2021 and has held it in 17 quarters since. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Harbour Investments held 121,019 shares of FT Vest Buffered Allocation Defensive ETF worth $3M as of Q1 2026.
Harbour Investments bought 13,620 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $337K.
FT Vest Buffered Allocation Defensive ETF made up 0.05% of Harbour Investments's portfolio in Q1 2026, its #374 holding.
Harbour Investments first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 17 quarters since.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.