Legacy Wealth Management (Idaho)’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-72	Closed	-$1.65K	–	1073
2025 Q4	$1.65K	Hold	72	–	–	﹤0.01%	692
2025 Q3	$1.62K	Hold	72	–	–	﹤0.01%	565
2025 Q2	$1.52K	Hold	72	–	–	﹤0.01%	552
2025 Q1	$1.46K	Hold	72	–	–	﹤0.01%	587
2024 Q4	$1.57K	Hold	72	–	–	﹤0.01%	535
2024 Q3	$1.57K	Buy	+72	New	+$1.48K	﹤0.01%	501

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BUFS Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2026, closing a stake of 72 shares — an estimated $1.65K sold.

Legacy Wealth Management (Idaho) first reported a position in BUFS in Q3 2024 and held it in 6 quarters. The position peaked at $1.65K in Q4 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

Legacy Wealth Management (Idaho) reported no remaining FT Vest Laddered Small Cap Moderate Buffer ETF position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 72 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $1.65K.
Legacy Wealth Management (Idaho) first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2024 and held it in 6 quarters.
Legacy Wealth Management (Idaho)'s FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $1.65K in Q4 2025.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.