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Wood Tarver Financial Group’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Wood Tarver Financial Group’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
-2,766
Closed -$65K – 224
2025
Q2 		$65K Hold
2,766
– – 0.02% 267
2025
Q1 		$62.1K Hold
2,766
– – 0.02% 256
2024
Q4 		$62K Buy
+2,766
New +$61.7K 0.02% 250

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CWA
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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

Wood Tarver Financial Group's BUFT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q3 2025, closing a stake of 2,766 shares — an estimated $65K sold.

Wood Tarver Financial Group first reported a position in BUFT in Q4 2024 and held it in 3 quarters. The position peaked at $65K in Q2 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,766 FT Vest Buffered Allocation Defensive ETF shares in Q3 2025, an estimated $65K.
  • Wood Tarver Financial Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest Buffered Allocation Defensive ETF position peaked at $65K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.