Legacy Investment Solutions’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

Legacy Investment Solutions’s Portfolio SNOV Stock Details SNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.2K	Buy	+52	New	+$1.15K	﹤0.01%	578
2024 Q4	$1.22K	Buy	+52	New	+$1.21K	﹤0.01%	571

Other funds holding SNOV

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

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

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

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

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Legacy Investment Solutions's SNOV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FT Vest US Small Cap Moderate Buffer ETF November (SNOV) in Q2 2025: 52 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SNOV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SNOV in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.22K in Q4 2024. 56 funds tracked by Wall St. Rank hold SNOV as of Q2 2025.

Legacy Investment Solutions held 52 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $1.2K as of Q2 2025.
FT Vest US Small Cap Moderate Buffer ETF November was a new Legacy Investment Solutions position in Q2 2025.
FT Vest US Small Cap Moderate Buffer ETF November made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #578 holding.
Legacy Investment Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q4 2024 and has held it in 2 quarters since.
Legacy Investment Solutions's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $1.22K in Q4 2024.
56 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.