Kestra Investment Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Kestra Investment 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 Q1	$200K	Buy	+8,076	New	+$200K	﹤0.01%	434
2025 Q1	–	Sell	-7,524	Closed	-$169K	–	962
2024 Q4	$169K	Buy	+7,524	New	+$168K	0.01%	378

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

Kestra Investment Management's BUFT Position: Q1 2026 in Review

Kestra Investment Management opened a new position in FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2026: 8,076 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in BUFT as recently as Q4 2024.

Kestra Investment Management first reported a position in BUFT in Q4 2024 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Kestra Investment Management held 8,076 shares of FT Vest Buffered Allocation Defensive ETF worth $200K as of Q1 2026.
FT Vest Buffered Allocation Defensive ETF was a new Kestra Investment Management position in Q1 2026.
FT Vest Buffered Allocation Defensive ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #434 holding.
Kestra Investment Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2024 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.