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

Novem Group’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
Q2 		– Sell
-9,380
Closed -$211K – 410
2025
Q1 		$211K Sell
9,380
-300
-3% -$6.78K 0.03% 338
2024
Q4 		$217K Buy
+9,680
New +$216K 0.03% 336

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Novem Group's BUFT Position: Q2 2025 in Review

Novem Group sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2025, closing a stake of 9,380 shares — an estimated $211K sold.

Novem Group first reported a position in BUFT in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 61 funds tracked by Wall St. Rank hold BUFT as of Q2 2025.

  • Novem Group reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2025 after selling out during the quarter.
  • Novem Group sold 9,380 FT Vest Buffered Allocation Defensive ETF shares in Q2 2025, an estimated $211K.
  • Novem Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2024 and held it in 2 quarters.
  • Novem Group's FT Vest Buffered Allocation Defensive ETF position peaked at $217K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2025.

Based on Novem Group's 13F filing for Q2 2025, filed 16 Jul 2025.