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Legacy Wealth Management (Idaho)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44
Closed -$1.12K – 785
2025
Q2 		$1.12K Sell
44
-21
-32% -$508 ﹤0.01% 585
2025
Q1 		$1.55K Sell
65
-69
-51% -$1.7K ﹤0.01% 582
2024
Q4 		$3.34K Hold
134
– – ﹤0.01% 435
2024
Q3 		$3.3K Buy
+134
New +$3.14K ﹤0.01% 435

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 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

Legacy Wealth Management (Idaho)'s BUFG Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 44 shares — an estimated $1.12K sold.

Legacy Wealth Management (Idaho) first reported a position in BUFG in Q3 2024 and held it in 4 quarters. The position peaked at $3.34K in Q4 2024. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 44 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $1.12K.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Buffered Allocation Growth ETF in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s FT Vest Buffered Allocation Growth ETF position peaked at $3.34K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.