Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.7M Sell
1,739,605
-267,898
-13% -$7.84M 5.82% 4
2026
Q1 		$56.2M Buy
2,007,503
+19,936
+1% +$564K 7.07% 2
2025
Q4 		$56.4M Buy
1,987,567
+22,157
+1% +$618K 6.97% 2
2025
Q3 		$54.3M Buy
1,965,410
+31,543
+2% +$854K 7.11% 3
2025
Q2 		$51.4M Buy
1,933,867
+16,629
+0.9% +$420K 7.17% 3
2025
Q1 		$47.8M Buy
1,917,238
+1,884,924
+5,833% +$48.2M 7.36% 4
2024
Q4 		$825K Sell
32,314
-14,088
-30% -$358K 0.13% 54
2024
Q3 		$1.16M Buy
46,402
+13,108
+39% +$322K 0.22% 42
2024
Q2 		$810K Sell
33,294
-6,110
-16% -$146K 0.16% 52
2024
Q1 		$930K Buy
+39,404
New +$912K 0.19% 47
2023
Q4 		– Sell
-106,780
Closed -$2.27M – 92
2023
Q3 		$2.27M Sell
106,780
-70,885
-40% -$1.53M 0.53% 33
2023
Q2 		$3.83M Sell
177,665
-34,265
-16% -$712K 0.99% 25
2023
Q1 		$4.33M Sell
211,930
-57,259
-21% -$1.15M 1.19% 21
2022
Q4 		$5.29M Buy
269,189
+3,265
+1% +$64.2K 1.59% 20
2022
Q3 		$5.08M Sell
265,924
-45,604
-15% -$905K 1.7% 18
2022
Q2 		$6.09M Sell
311,528
-107,604
-26% -$2.18M 1.92% 18
2022
Q1 		$8.89M Buy
419,132
+211,815
+102% +$4.44M 2.61% 13
2021
Q4 		$4.41M Buy
+207,317
New +$4.37M 1.89% 17

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Wells Fargo
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CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BUFD Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 13% in Q2 2026, selling an estimated $7.84M and leaving 1,739,605 shares worth $51.7M. The position accounts for 5.82% of the portfolio, ranked #4.

Legacy Financial Group (Iowa) first reported a position in BUFD in Q4 2021 and has held it in 18 quarters since. The position peaked at $56.4M in Q4 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,739,605 shares of FT Vest Fund of Deep Buffer ETFs worth $51.7M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 267,898 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $7.84M.
  • FT Vest Fund of Deep Buffer ETFs made up 5.82% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #4 holding.
  • Legacy Financial Group (Iowa) first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 18 quarters since.
  • Legacy Financial Group (Iowa)'s FT Vest Fund of Deep Buffer ETFs position peaked at $56.4M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.