LCWP
BUFY

Legacy Capital Wealth Partners’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Legacy Capital Wealth Partners’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$491K Buy
21,941
+5,620
+34% +$127K 0.1% 211
2025
Q4 		$363K Buy
16,321
+3,487
+27% +$76.3K 0.08% 263
2025
Q3 		$279K Buy
+12,834
New +$274K 0.06% 323

Other funds holding BUFY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Legacy Capital Wealth Partners's BUFY Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 34% in Q1 2026, buying an estimated $127K and bringing the position to 21,941 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #211.

Legacy Capital Wealth Partners first reported a position in BUFY in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • Legacy Capital Wealth Partners held 21,941 shares of FT Vest Laddered International Moderate Buffer ETF worth $491K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 5,620 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2026, an estimated $127K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #211 holding.
  • Legacy Capital Wealth Partners first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.