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

Meridian 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
2026
Q1 		$244K Hold
9,837
– – 0.01% 700
2025
Q4 		$242K Sell
9,837
-1,670
-15% -$40.6K 0.01% 674
2025
Q3 		$278K Hold
11,507
– – 0.01% 597
2025
Q2 		$271K Hold
11,507
– – 0.01% 577
2025
Q1 		$258K Sell
11,507
-1,800
-14% -$40.7K 0.01% 549
2024
Q4 		$299K Sell
13,307
-1,000
-7% -$22.3K 0.01% 516
2024
Q3 		$316K Hold
14,307
– – 0.02% 505
2024
Q2 		$312K Buy
+14,307
New +$308K 0.04% 231
2024
Q1 		– Sell
-19,317
Closed -$402K – 229
2023
Q4 		$402K Buy
19,317
+5,000
+35% +$101K 0.03% 430
2023
Q3 		$282K Sell
14,317
-302
-2% -$6.03K 0.02% 462
2023
Q2 		$291K Sell
14,619
-5,500
-27% -$106K 0.02% 446
2023
Q1 		$382K Buy
20,119
+1,500
+8% +$28.1K 0.03% 370
2022
Q4 		$344K Sell
18,619
-125
-0.7% -$2.32K 0.03% 385
2022
Q3 		$339K Hold
18,744
– – 0.04% 341
2022
Q2 		$348K Sell
18,744
-250
-1% -$4.8K 0.03% 418
2022
Q1 		$381K Buy
18,994
+4,500
+31% +$89.4K 0.04% 270
2021
Q4 		$292K Buy
+14,494
New +$290K 0.03% 322

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

Meridian Wealth Management's BUFT Position: Q1 2026 in Review

Meridian Wealth Management held its FT Vest Buffered Allocation Defensive ETF (BUFT) position steady in Q1 2026 at 9,837 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #700.

Meridian Wealth Management first reported a position in BUFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $402K in Q4 2023. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

  • Meridian Wealth Management held 9,837 shares of FT Vest Buffered Allocation Defensive ETF worth $244K as of Q1 2026.
  • Meridian Wealth Management left its FT Vest Buffered Allocation Defensive ETF share count unchanged in Q1 2026.
  • FT Vest Buffered Allocation Defensive ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #700 holding.
  • Meridian Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 17 quarters since.
  • Meridian Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $402K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.