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Silver Oak Securities’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-48,694
Closed -$1.15M – 760
2025
Q2 		$1.15M Buy
48,694
+133
+0.3% +$3.02K 0.09% 230
2025
Q1 		$1.09M Buy
48,561
+4,089
+9% +$92.5K 0.1% 217
2024
Q4 		$999K Buy
44,472
+6,195
+16% +$138K 0.09% 236
2024
Q3 		$846K Buy
38,277
+30,150
+371% +$662K 0.09% 236
2024
Q2 		$177K Sell
8,127
-252
-3% -$5.42K 0.03% 394
2024
Q1 		$179K Sell
8,379
-6,990
-45% -$148K 0.03% 391
2023
Q4 		$320K Buy
15,369
+4,902
+47% +$98.8K 0.04% 363
2023
Q3 		$206K Sell
10,467
-3,549
-25% -$70.8K 0.04% 285
2023
Q2 		$279K Buy
14,016
+2,755
+24% +$53.2K 0.04% 359
2023
Q1 		$214K Buy
+11,261
New +$211K 0.04% 361
2022
Q4 		– Sell
-10,467
Closed -$206K – 329
2022
Q3 		$206K Buy
+10,467
New +$196K 0.04% 285

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Silver Oak Securities's BUFT Position: Q3 2025 in Review

Silver Oak Securities sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q3 2025, closing a stake of 48,694 shares — an estimated $1.15M sold.

Silver Oak Securities first reported a position in BUFT in Q3 2022 and held it in 11 quarters. The position peaked at $1.15M in Q2 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q3 2025.

  • Silver Oak Securities reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 48,694 FT Vest Buffered Allocation Defensive ETF shares in Q3 2025, an estimated $1.15M.
  • Silver Oak Securities first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2022 and held it in 11 quarters.
  • Silver Oak Securities's FT Vest Buffered Allocation Defensive ETF position peaked at $1.15M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.