Legacy Investment Solutions’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$168K	Buy	+5,269	New	+$163K	0.09%	79
2024 Q4	$236K	Buy	+7,567	New	+$233K	0.15%	68

Other funds holding SQMX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) in Q2 2025: 5,269 shares worth $168K. The stake represents 0.09% of the portfolio and ranks #79 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SQMX as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SQMX in Q4 2024 and has held it in 2 quarters since. The position peaked at $236K in Q4 2024. 10 funds tracked by Wall St. Rank hold SQMX as of Q2 2025.

Legacy Investment Solutions held 5,269 shares of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $168K as of Q2 2025.
FT Vest U.S. Equity Quarterly Max Buffer ETF was a new Legacy Investment Solutions position in Q2 2025.
FT Vest U.S. Equity Quarterly Max Buffer ETF made up 0.09% of Legacy Investment Solutions's portfolio in Q2 2025, its #79 holding.
Legacy Investment Solutions first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q4 2024 and has held it in 2 quarters since.
Legacy Investment Solutions's FT Vest U.S. Equity Quarterly Max Buffer ETF position peaked at $236K in Q4 2024.
10 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q2 2025.

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