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Legacy Investment Solutions’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Legacy Investment Solutions’s Portfolio BUFZ Stock Details BUFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$756K Buy
+30,312
New +$721K 0.39% 40
2024
Q4 		$555K Sell
22,871
-19,510
-46% -$464K 0.35% 44
2024
Q3 		$1.01M Buy
+42,381
New +$978K 0.59% 28

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2025: 30,312 shares worth $756K. The stake represents 0.39% of the portfolio and ranks #40 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUFZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUFZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.01M in Q3 2024. 100 funds tracked by Wall St. Rank hold BUFZ as of Q2 2025.

  • Legacy Investment Solutions held 30,312 shares of FT Vest Laddered Moderate Buffer ETF worth $756K as of Q2 2025.
  • FT Vest Laddered Moderate Buffer ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest Laddered Moderate Buffer ETF made up 0.39% of Legacy Investment Solutions's portfolio in Q2 2025, its #40 holding.
  • Legacy Investment Solutions first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's FT Vest Laddered Moderate Buffer ETF position peaked at $1.01M in Q3 2024.
  • 100 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2025.

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