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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
80,030
+23,057
+40% +$543K 0.98% 21
2025
Q1
$1.28M Buy
56,973
+9,405
+20% +$211K 0.9% 26
2024
Q4
$1.08M Buy
47,568
+23,643
+99% +$537K 0.69% 28
2024
Q3
$535K Buy
+23,925
New +$535K 0.31% 40