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Legacy Wealth Management (Idaho)’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69M Buy
170,386
+8,960
+6% +$343K 2.76% 5
2026
Q1 		$5.7M Buy
161,426
+625
+0.4% +$22.4K 2.83% 7
2025
Q4 		$5.76M Buy
160,801
+86,185
+116% +$3.04M 2.76% 6
2025
Q3 		$2.6M Buy
74,616
+3,189
+4% +$108K 1.18% 18
2025
Q2 		$2.37M Buy
71,427
+20,157
+39% +$625K 1.23% 16
2025
Q1 		$1.53M Buy
51,270
+6,131
+14% +$192K 1.08% 23
2024
Q4 		$1.45M Buy
45,139
+25,605
+131% +$795K 0.92% 25
2024
Q3 		$611K Buy
+19,534
New +$579K 0.36% 38

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 5.6% in Q2 2026, buying an estimated $343K and bringing the position to 170,386 shares worth $6.69M. The position accounts for 2.76% of the portfolio, ranked #5.

Legacy Wealth Management (Idaho) first reported a position in BUFQ in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 170,386 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $6.69M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 8,960 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $343K.
  • FT Vest Fund of Nasdaq-100 Buffer ETFs made up 2.76% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #5 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
  • 185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

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