Legacy Capital Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Legacy Capital Wealth Partners’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353K	Buy	13,734 +391	+3%	+$14K	0.07%	267
2026 Q1	$313K	Sell	13,343 -1,128	-8%	-$38.7K	0.06%	287
2025 Q4	$354K	Sell	14,471 -44	-0.3%	-$1.49K	0.08%	270
2025 Q3	$351K	Sell	14,515 -1,001	-6%	-$32.7K	0.08%	283
2025 Q2	$493K	Hold	15,516	–	–	0.11%	202
2025 Q1	$461K	Buy	+15,516	New	+$474K	0.11%	197

Other funds holding BUFR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Legacy Capital Wealth Partners's BUFR Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.9% in Q2 2026, buying an estimated $14K and bringing the position to 13,734 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #267.

Legacy Capital Wealth Partners first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $493K in Q2 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Legacy Capital Wealth Partners held 13,734 shares of FT Vest Fund of Buffer ETFs worth $353K as of Q2 2026.
Legacy Capital Wealth Partners bought 391 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $14K.
FT Vest Fund of Buffer ETFs made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #267 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Legacy Capital Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $493K in Q2 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.