Summit Financial’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Summit Financial’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	$1.03M	Buy	+39,794	New	+$1.02M	0.01%	835

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial's BUFT Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2026: 39,794 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #835 among its holdings.

58 funds tracked by Wall St. Rank hold BUFT as of Q2 2026.

Summit Financial held 39,794 shares of FT Vest Buffered Allocation Defensive ETF worth $1.03M as of Q2 2026.
FT Vest Buffered Allocation Defensive ETF was a new Summit Financial position in Q2 2026.
FT Vest Buffered Allocation Defensive ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #835 holding.
58 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.