KFG Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

KFG Wealth 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
2025 Q4	–	Sell	-9,651	Closed	-$233K	–	218
2025 Q3	$233K	Hold	9,651	–	–	0.03%	192
2025 Q2	$227K	Hold	9,651	–	–	0.04%	186
2025 Q1	$217K	Sell	9,651 -441	-4%	-$9.97K	0.04%	176
2024 Q4	$226K	Sell	10,092 -585	-5%	-$13.1K	0.04%	172
2024 Q3	$236K	Hold	10,677	–	–	0.05%	168
2024 Q2	$233K	Hold	10,677	–	–	0.09%	142
2024 Q1	$228K	Sell	10,677 -587	-5%	-$12.4K	0.09%	144
2023 Q4	$235K	Hold	11,264	–	–	0.11%	120
2023 Q3	$222K	Hold	11,264	–	–	0.12%	119
2023 Q2	$224K	Sell	11,264 -16,408	-59%	-$317K	0.13%	110
2023 Q1	$529K	Sell	27,672 -6,370	-19%	-$119K	0.37%	45
2022 Q4	$628K	Buy	+34,042	New	+$631K	0.64%	30

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

KFG Wealth Management's BUFT Position: Q4 2025 in Review

KFG Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q4 2025, closing a stake of 9,651 shares — an estimated $233K sold.

KFG Wealth Management first reported a position in BUFT in Q4 2022 and held it in 12 quarters. The position peaked at $628K in Q4 2022. 65 funds tracked by Wall St. Rank hold BUFT as of Q4 2025.

KFG Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q4 2025 after selling out during the quarter.
KFG Wealth Management sold 9,651 FT Vest Buffered Allocation Defensive ETF shares in Q4 2025, an estimated $233K.
KFG Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2022 and held it in 12 quarters.
KFG Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $628K in Q4 2022.
65 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.