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

Legacy Wealth Management (Idaho)’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7M Buy
191,704
+12,191
+7% +$437K 2.89% 4
2026
Q1 		$6.06M Buy
179,513
+12,724
+8% +$437K 3.01% 6
2025
Q4 		$5.71M Sell
166,789
-13,323
-7% -$450K 2.73% 7
2025
Q3 		$6.02M Buy
180,112
+111,784
+164% +$3.65M 2.72% 5
2025
Q2 		$2.17M Buy
68,328
+18,507
+37% +$557K 1.13% 20
2025
Q1 		$1.48M Buy
49,821
+6,260
+14% +$191K 1.05% 24
2024
Q4 		$1.35M Buy
43,561
+26,560
+156% +$805K 0.86% 26
2024
Q3 		$518K Buy
+17,001
New +$497K 0.3% 42

Other funds holding BUFR

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.8% in Q2 2026, buying an estimated $437K and bringing the position to 191,704 shares worth $7M. The position accounts for 2.89% of the portfolio, ranked #4.

Legacy Wealth Management (Idaho) first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 191,704 shares of FT Vest Fund of Buffer ETFs worth $7M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 12,191 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $437K.
  • FT Vest Fund of Buffer ETFs made up 2.89% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #4 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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