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Legacy Investment Solutions’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.83M Buy
+106,530
New +$2.69M 1.47% 14
2024
Q4 		$1.75M Buy
67,461
+34,965
+108% +$888K 1.12% 24
2024
Q3 		$829K Buy
+32,496
New +$798K 0.48% 32

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $377B 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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Investment Solutions's BUFD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2025: 106,530 shares worth $2.83M. The stake represents 1.47% of the portfolio and ranks #14 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFD in Q3 2024 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold BUFD as of Q2 2025.

  • Legacy Investment Solutions held 106,530 shares of FT Vest Fund of Deep Buffer ETFs worth $2.83M as of Q2 2025.
  • FT Vest Fund of Deep Buffer ETFs was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Fund of Deep Buffer ETFs made up 1.47% of Legacy Investment Solutions's portfolio in Q2 2025, its #14 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.