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Marshall Financial Group (Maryland)’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		$1.49M Sell
57,618
-560
-1% -$14.4K 0.22% 91
2026
Q1 		$1.44M Sell
58,178
-765
-1% -$18.9K 0.23% 83
2025
Q4 		$1.45M Sell
58,943
-1,778
-3% -$43.3K 0.28% 75
2025
Q3 		$1.47M Sell
60,721
-1,264
-2% -$30.2K 0.29% 82
2025
Q2 		$1.46M Sell
61,985
-6,437
-9% -$146K 0.29% 74
2025
Q1 		$1.54M Sell
68,422
-8,289
-11% -$187K 0.34% 68
2024
Q4 		$1.72M Sell
76,711
-4,289
-5% -$95.7K 0.42% 54
2024
Q3 		$1.79M Sell
81,000
-6,534
-7% -$143K 0.43% 57
2024
Q2 		$1.91M Sell
87,534
-4,480
-5% -$96.4K 0.53% 48
2024
Q1 		$1.96M Sell
92,014
-5,270
-5% -$111K 0.56% 46
2023
Q4 		$2.03M Sell
97,284
-10,920
-10% -$220K 0.65% 40
2023
Q3 		$2.13M Sell
108,204
-7,340
-6% -$146K 0.77% 34
2023
Q2 		$2.3M Sell
115,544
-46,927
-29% -$906K 0.78% 32
2023
Q1 		$3.09M Sell
162,471
-37,058
-19% -$695K 1.11% 19
2022
Q4 		$3.68M Sell
199,529
-684,761
-77% -$12.7M 1.43% 11
2022
Q3 		$16M Buy
884,290
+41,008
+5% +$769K 6.76% 2
2022
Q2 		$15.6M Buy
+843,282
New +$16.2M 6.25% 2

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Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BUFT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 0.96% in Q2 2026, selling an estimated $14.4K and leaving 57,618 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #91.

Marshall Financial Group (Maryland) first reported a position in BUFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $16M in Q3 2022. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 57,618 shares of FT Vest Buffered Allocation Defensive ETF worth $1.49M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 560 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $14.4K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.22% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #91 holding.
  • Marshall Financial Group (Maryland) first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and has held it in 17 quarters since.
  • Marshall Financial Group (Maryland)'s FT Vest Buffered Allocation Defensive ETF position peaked at $16M in Q3 2022.
  • 58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.