PEWA
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Pacific Excel Wealth Advisors’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-34,841
Closed -$864K – 239
2026
Q1 		$864K Buy
34,841
+14,669
+73% +$363K 0.91% 37
2025
Q4 		$496K Buy
+20,172
New +$491K 0.94% 43

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LWMI
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AWA
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PFPG
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Pacific Excel Wealth Advisors's BUFT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2026, closing a stake of 34,841 shares — an estimated $864K sold.

Pacific Excel Wealth Advisors first reported a position in BUFT in Q4 2025 and held it in 2 quarters. The position peaked at $864K in Q1 2026. 58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 34,841 FT Vest Buffered Allocation Defensive ETF shares in Q2 2026, an estimated $864K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's FT Vest Buffered Allocation Defensive ETF position peaked at $864K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.