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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.99M	Buy	200,973 +4,845	+2%	+$120K	2.48%	9
2025 Q4	$4.83M	Buy	196,128 +113,242	+137%	+$2.76M	2.31%	9
2025 Q3	$2M	Buy	82,886 +2,856	+4%	+$68.2K	0.91%	22
2025 Q2	$1.89M	Buy	80,030 +23,057	+40%	+$523K	0.98%	22
2025 Q1	$1.28M	Buy	56,973 +9,405	+20%	+$213K	0.9%	27
2024 Q4	$1.08M	Buy	47,568 +23,643	+99%	+$528K	0.69%	29
2024 Q3	$535K	Buy	+23,925	New	+$525K	0.31%	41

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GWM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 2.5% in Q1 2026, buying an estimated $120K and bringing the position to 200,973 shares worth $4.99M. The position accounts for 2.48% of the portfolio, ranked #9.

Legacy Wealth Management (Idaho) first reported a position in BUFT in Q3 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Legacy Wealth Management (Idaho) held 200,973 shares of FT Vest Buffered Allocation Defensive ETF worth $4.99M as of Q1 2026.
Legacy Wealth Management (Idaho) bought 4,845 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $120K.
FT Vest Buffered Allocation Defensive ETF made up 2.48% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #9 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

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