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

Mariner’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 Q1	–	Sell	-10,034	Closed	-$225K	–	3454
2024 Q4	$225K	Sell	10,034 -38	-0.4%	-$848	﹤0.01%	2900
2024 Q3	$223K	Buy	+10,072	New	+$221K	﹤0.01%	2843
2023 Q1	–	Sell	-331,393	Closed	-$6.11M	–	2794
2022 Q4	$6.11M	Sell	331,393 -81,574	-20%	-$1.51M	0.02%	536
2022 Q3	$7.47M	Sell	412,967 -3,075	-0.7%	-$57.7K	0.03%	410
2022 Q2	$7.72M	Sell	416,042 -143,248	-26%	-$2.75M	0.03%	382
2022 Q1	$11.2M	Buy	559,290 +8,200	+1%	+$163K	0.04%	325
2021 Q4	$11.1M	Buy	+551,090	New	+$11M	0.05%	291

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 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Mariner's BUFT Position: Q1 2025 in Review

Mariner sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2025, closing a stake of 10,034 shares — an estimated $225K sold.

Mariner first reported a position in BUFT in Q4 2021 and held it in 7 quarters. The position peaked at $11.2M in Q1 2022. 61 funds tracked by Wall St. Rank hold BUFT as of Q1 2025.

Mariner reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2025 after selling out during the quarter.
Mariner sold 10,034 FT Vest Buffered Allocation Defensive ETF shares in Q1 2025, an estimated $225K.
Mariner first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and held it in 7 quarters.
Mariner's FT Vest Buffered Allocation Defensive ETF position peaked at $11.2M in Q1 2022.
61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.