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Legacy Investment Solutions’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Legacy Investment Solutions’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.89M Buy
+80,030
New +$1.82M 0.98% 22
2024
Q4 		$1.08M Buy
47,568
+23,643
+99% +$528K 0.69% 29
2024
Q3 		$535K Buy
+23,925
New +$525K 0.31% 41

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2025: 80,030 shares worth $1.89M. The stake represents 0.98% of the portfolio and ranks #22 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFT in Q3 2024 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold BUFT as of Q2 2025.

  • Legacy Investment Solutions held 80,030 shares of FT Vest Buffered Allocation Defensive ETF worth $1.89M as of Q2 2025.
  • FT Vest Buffered Allocation Defensive ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Buffered Allocation Defensive ETF made up 0.98% of Legacy Investment Solutions's portfolio in Q2 2025, its #22 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2024 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2025.

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