PCA
BUFH

Pallas Capital Advisors’s FT Vest Laddered Max Buffer ETF BUFH Stock Holding History

Pallas Capital Advisors’s Portfolio BUFH Stock Details BUFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$910K Sell
43,684
-100,063
-70% -$2.09M 0.03% 347
2025
Q4 		$3M Buy
+143,747
New +$2.97M 0.1% 159

Other funds holding BUFH

MA
Macro Advisors York, Pennsylvania $242M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pallas Capital Advisors's BUFH Position: Q1 2026 in Review

Pallas Capital Advisors reduced its FT Vest Laddered Max Buffer ETF (BUFH) stake by 70% in Q1 2026, selling an estimated $2.09M and leaving 43,684 shares worth $910K. The position accounts for 0.03% of the portfolio, ranked #347.

Pallas Capital Advisors first reported a position in BUFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $3M in Q4 2025. 18 funds tracked by Wall St. Rank hold BUFH as of Q1 2026.

  • Pallas Capital Advisors held 43,684 shares of FT Vest Laddered Max Buffer ETF worth $910K as of Q1 2026.
  • Pallas Capital Advisors sold 100,063 FT Vest Laddered Max Buffer ETF shares in Q1 2026, an estimated $2.09M.
  • FT Vest Laddered Max Buffer ETF made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #347 holding.
  • Pallas Capital Advisors first reported a position in FT Vest Laddered Max Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • Pallas Capital Advisors's FT Vest Laddered Max Buffer ETF position peaked at $3M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held FT Vest Laddered Max Buffer ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.