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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Buy	48,282 +1,476	+3%	+$40.6K	0.26%	84
2026 Q1	$1.23M	Buy	46,806 +11,935	+34%	+$317K	0.25%	85
2025 Q4	$925K	Buy	34,871 +10,992	+46%	+$288K	0.2%	104
2025 Q3	$618K	Buy	23,879 +9,846	+70%	+$250K	0.13%	165
2025 Q2	$350K	Buy	+14,033	New	+$334K	0.08%	279

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Legacy Capital Wealth Partners increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 3.2% in Q2 2026, buying an estimated $40.6K and bringing the position to 48,282 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #84.

Legacy Capital Wealth Partners first reported a position in BUFZ in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Legacy Capital Wealth Partners held 48,282 shares of FT Vest Laddered Moderate Buffer ETF worth $1.35M as of Q2 2026.
Legacy Capital Wealth Partners bought 1,476 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $40.6K.
FT Vest Laddered Moderate Buffer ETF made up 0.26% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #84 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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