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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$846K	Buy	32,213 +1,692	+6%	+$44.9K	0.42%	58
2025 Q4	$810K	Buy	30,521 +1,641	+6%	+$42.9K	0.39%	57
2025 Q3	$748K	Sell	28,880 -1,432	-5%	-$36.4K	0.34%	53
2025 Q2	$756K	Sell	30,312 -8,859	-23%	-$211K	0.39%	40
2025 Q1	$921K	Buy	39,171 +16,300	+71%	+$391K	0.65%	35
2024 Q4	$555K	Sell	22,871 -19,510	-46%	-$464K	0.35%	44
2024 Q3	$1.01M	Buy	+42,381	New	+$978K	0.59%	28

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 5.5% in Q1 2026, buying an estimated $44.9K and bringing the position to 32,213 shares worth $846K. The position accounts for 0.42% of the portfolio, ranked #58.

Legacy Wealth Management (Idaho) first reported a position in BUFZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2024. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Legacy Wealth Management (Idaho) held 32,213 shares of FT Vest Laddered Moderate Buffer ETF worth $846K as of Q1 2026.
Legacy Wealth Management (Idaho) bought 1,692 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $44.9K.
FT Vest Laddered Moderate Buffer ETF made up 0.42% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #58 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s FT Vest Laddered Moderate Buffer ETF position peaked at $1.01M in Q3 2024.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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