Legacy Financial Group (Iowa)
BUFD icon

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
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

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return