Private Trust Company’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Private Trust Company’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 Q1	–	Sell	-2,500	Closed	-$61.5K	–	2615
2025 Q4	$61.5K	Hold	2,500	–	–	0.01%	1211
2025 Q3	$60.4K	Buy	2,500 +1,000	+67%	+$23.9K	0.01%	1192
2025 Q2	$35.3K	Hold	1,500	–	–	﹤0.01%	1350
2025 Q1	$33.7K	Hold	1,500	–	–	﹤0.01%	1344
2024 Q4	$33.7K	Hold	1,500	–	–	﹤0.01%	1309
2024 Q3	$33.2K	Buy	+1,500	New	+$32.9K	﹤0.01%	1289

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Private Trust Company's BUFT Position: Q1 2026 in Review

Private Trust Company sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2026, closing a stake of 2,500 shares — an estimated $61.5K sold.

Private Trust Company first reported a position in BUFT in Q3 2024 and held it in 6 quarters. The position peaked at $61.5K in Q4 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Private Trust Company reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2026 after selling out during the quarter.
Private Trust Company sold 2,500 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $61.5K.
Private Trust Company first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2024 and held it in 6 quarters.
Private Trust Company's FT Vest Buffered Allocation Defensive ETF position peaked at $61.5K in Q4 2025.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.