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 Q2	$235K	Sell	9,064 -773	-8%	-$19.8K	0.01%	744
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 $793M AUM 21.06% 1-Year Est. Return

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 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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Meridian Wealth Management's BUFT Position: Q2 2026 in Review

Meridian Wealth Management reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 7.9% in Q2 2026, selling an estimated $19.8K and leaving 9,064 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #744.

Meridian Wealth Management first reported a position in BUFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $402K in Q4 2023. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

Meridian Wealth Management held 9,064 shares of FT Vest Buffered Allocation Defensive ETF worth $235K as of Q2 2026.
Meridian Wealth Management sold 773 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $19.8K.
FT Vest Buffered Allocation Defensive ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #744 holding.
Meridian Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 18 quarters since.
Meridian Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $402K in Q4 2023.
58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.