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
Q2 		$699K Sell
32,643
-11,041
-25% -$234K 0.02% 457
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 $314M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pallas Capital Advisors's BUFH Position: Q2 2026 in Review

Pallas Capital Advisors reduced its FT Vest Laddered Max Buffer ETF (BUFH) stake by 25% in Q2 2026, selling an estimated $234K and leaving 32,643 shares worth $699K. The position accounts for 0.02% of the portfolio, ranked #457.

Pallas Capital Advisors first reported a position in BUFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $3M in Q4 2025. 21 funds tracked by Wall St. Rank hold BUFH as of Q2 2026.

  • Pallas Capital Advisors held 32,643 shares of FT Vest Laddered Max Buffer ETF worth $699K as of Q2 2026.
  • Pallas Capital Advisors sold 11,041 FT Vest Laddered Max Buffer ETF shares in Q2 2026, an estimated $234K.
  • FT Vest Laddered Max Buffer ETF made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #457 holding.
  • Pallas Capital Advisors first reported a position in FT Vest Laddered Max Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • Pallas Capital Advisors's FT Vest Laddered Max Buffer ETF position peaked at $3M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held FT Vest Laddered Max Buffer ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.