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

Legacy Financial Group (Iowa)’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.4M	Buy	+1,077,400	New	+$38.6M	4.43%	7

Other funds holding BUFR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

KAS

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Legacy Financial Group (Iowa) opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 1,077,400 shares worth $39.4M. The stake represents 4.43% of the portfolio and ranks #7 among its holdings.

405 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Legacy Financial Group (Iowa) held 1,077,400 shares of FT Vest Fund of Buffer ETFs worth $39.4M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Legacy Financial Group (Iowa) position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 4.43% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #7 holding.
405 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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