Legacy Wealth Management (Idaho)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.74M	Buy	260,471 +5,887	+2%	+$172K	3.19%	3
2026 Q1	$7.13M	Buy	254,584 +14,175	+6%	+$401K	3.54%	4
2025 Q4	$6.79M	Buy	240,409 +128,439	+115%	+$3.58M	3.25%	5
2025 Q3	$3.09M	Buy	111,970 +5,440	+5%	+$147K	1.4%	15
2025 Q2	$2.83M	Buy	106,530 +29,937	+39%	+$757K	1.47%	14
2025 Q1	$1.91M	Buy	76,593 +9,132	+14%	+$234K	1.35%	20
2024 Q4	$1.75M	Buy	67,461 +34,965	+108%	+$888K	1.12%	24
2024 Q3	$829K	Buy	+32,496	New	+$798K	0.48%	32

Other funds holding BUFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BUFD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 2.3% in Q2 2026, buying an estimated $172K and bringing the position to 260,471 shares worth $7.74M. The position accounts for 3.19% of the portfolio, ranked #3.

Legacy Wealth Management (Idaho) first reported a position in BUFD in Q3 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Legacy Wealth Management (Idaho) held 260,471 shares of FT Vest Fund of Deep Buffer ETFs worth $7.74M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 5,887 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $172K.
FT Vest Fund of Deep Buffer ETFs made up 3.19% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #3 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.