Valtinson Bruner Financial Planning’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Valtinson Bruner Financial Planning’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	$902K	Hold	36,365	–	–	0.25%	59
2025 Q4	$895K	Hold	36,365	–	–	0.26%	59
2025 Q3	$878K	Sell	36,365 -54	-0.1%	-$1.29K	0.26%	58
2025 Q2	$858K	Hold	36,419	–	–	0.27%	56
2025 Q1	$817K	Hold	36,419	–	–	0.28%	55
2024 Q4	$817K	Sell	36,419 -327	-0.9%	-$7.3K	0.29%	63
2024 Q3	$812K	Buy	36,746 +16	+0%	+$351	0.28%	66
2024 Q2	$801K	Buy	36,730 +368	+1%	+$7.92K	0.32%	66
2024 Q1	$776K	Buy	36,362 +957	+3%	+$20.2K	0.33%	63
2023 Q4	$737K	Hold	35,405	–	–	0.38%	62
2023 Q3	$697K	Buy	35,405 +1	+0%	+$20	0.38%	63
2023 Q2	$705K	Buy	35,404 +226	+0.6%	+$4.36K	0.38%	62
2023 Q1	$669K	Sell	35,178 -4,717	-12%	-$88.4K	0.38%	63
2022 Q4	$744K	Sell	39,895 -1,085	-3%	-$20.1K	0.43%	56
2022 Q3	$742K	Buy	40,980 +25,042	+157%	+$470K	0.46%	53
2022 Q2	$296K	Buy	+15,938	New	+$306K	0.18%	77

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

Valtinson Bruner Financial Planning's BUFT Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its FT Vest Buffered Allocation Defensive ETF (BUFT) position steady in Q1 2026 at 36,365 shares worth $902K. The position accounts for 0.25% of the portfolio, ranked #59.

Valtinson Bruner Financial Planning first reported a position in BUFT in Q2 2022 and has held it in 16 quarters since. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Valtinson Bruner Financial Planning held 36,365 shares of FT Vest Buffered Allocation Defensive ETF worth $902K as of Q1 2026.
Valtinson Bruner Financial Planning left its FT Vest Buffered Allocation Defensive ETF share count unchanged in Q1 2026.
FT Vest Buffered Allocation Defensive ETF made up 0.25% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #59 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and has held it in 16 quarters since.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.