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Legacy Investment Solutions’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Legacy Investment Solutions’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.37M Buy
+71,427
New +$2.21M 1.23% 16
2024
Q4 		$1.45M Buy
45,139
+25,605
+131% +$795K 0.92% 25
2024
Q3 		$611K Buy
+19,534
New +$579K 0.36% 38

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q2 2025: 71,427 shares worth $2.37M. The stake represents 1.23% of the portfolio and ranks #16 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFQ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFQ in Q3 2024 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold BUFQ as of Q2 2025.

  • Legacy Investment Solutions held 71,427 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $2.37M as of Q2 2025.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 1.23% of Legacy Investment Solutions's portfolio in Q2 2025, its #16 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2024 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2025.

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