LCWP
BUFS

Legacy Capital Wealth Partners’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Legacy Capital Wealth Partners’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Buy
17,579
+4,434
+34% +$108K 0.08% 217
2026
Q1 		$303K Buy
13,145
+424
+3% +$9.88K 0.06% 293
2025
Q4 		$291K Buy
12,721
+2,284
+22% +$51.7K 0.06% 306
2025
Q3 		$235K Buy
+10,437
New +$227K 0.05% 343

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Legacy Capital Wealth Partners increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 34% in Q2 2026, buying an estimated $108K and bringing the position to 17,579 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #217.

Legacy Capital Wealth Partners first reported a position in BUFS in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

  • Legacy Capital Wealth Partners held 17,579 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $441K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 4,434 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $108K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Legacy Capital Wealth Partners first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

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