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

Legacy Investment Solutions’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
2025
Q2 		$2.17M Buy
+68,328
New +$2.06M 1.13% 20
2024
Q4 		$1.35M Buy
43,561
+26,560
+156% +$805K 0.86% 26
2024
Q3 		$518K Buy
+17,001
New +$497K 0.3% 42

Other funds holding BUFR

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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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025: 68,328 shares worth $2.17M. The stake represents 1.13% of the portfolio and ranks #20 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFR in Q3 2024 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • Legacy Investment Solutions held 68,328 shares of FT Vest Fund of Buffer ETFs worth $2.17M as of Q2 2025.
  • FT Vest Fund of Buffer ETFs was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Fund of Buffer ETFs made up 1.13% of Legacy Investment Solutions's portfolio in Q2 2025, its #20 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

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