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Legacy Investment Solutions’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Legacy Investment Solutions’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.12K Buy
+44
New +$1.06K ﹤0.01% 585
2024
Q4 		$3.34K Hold
134
– – ﹤0.01% 435
2024
Q3 		$3.3K Buy
+134
New +$3.14K ﹤0.01% 435

Other funds holding BUFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest Buffered Allocation Growth ETF (BUFG) in Q2 2025: 44 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFG in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.34K in Q4 2024. 89 funds tracked by Wall St. Rank hold BUFG as of Q2 2025.

  • Legacy Investment Solutions held 44 shares of FT Vest Buffered Allocation Growth ETF worth $1.12K as of Q2 2025.
  • FT Vest Buffered Allocation Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #585 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's FT Vest Buffered Allocation Growth ETF position peaked at $3.34K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q2 2025.

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