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BUFS

Legacy Investment Solutions’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Legacy Investment Solutions’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.52K Buy
+72
New +$1.46K ﹤0.01% 552
2024
Q4 		$1.57K Hold
72
– – ﹤0.01% 535
2024
Q3 		$1.57K Buy
+72
New +$1.48K ﹤0.01% 501

Other funds holding BUFS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q2 2025: 72 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFS in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.57K in Q3 2024. 31 funds tracked by Wall St. Rank hold BUFS as of Q2 2025.

  • Legacy Investment Solutions held 72 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.52K as of Q2 2025.
  • FT Vest Laddered Small Cap Moderate Buffer ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #552 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $1.57K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2025.

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