Legacy Solutions LLC’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Legacy Solutions LLC’s Portfolio DSEP Stock Details DSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$542K	Hold	11,089	–	–	0.41%	39
2026 Q2	$526K	Hold	11,089	–	–	0.43%	40
2026 Q1	$487K	Hold	11,089	–	–	0.45%	36
2025 Q4	$498K	Hold	11,089	–	–	0.44%	38
2025 Q3	$490K	Hold	11,089	–	–	0.44%	37
2025 Q2	$470K	Hold	11,089	–	–	0.45%	35
2025 Q1	$440K	Hold	11,089	–	–	0.48%	34
2024 Q4	$450K	Buy	+11,089	New	+$449K	0.49%	33

Other funds holding DSEP

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Legacy Solutions LLC's DSEP Position: Q3 2026 in Review

Legacy Solutions LLC held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q3 2026 at 11,089 shares worth $542K. The position accounts for 0.41% of the portfolio, ranked #39.

Legacy Solutions LLC first reported a position in DSEP in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Legacy Solutions LLC held 11,089 shares of FT Vest US Equity Deep Buffer ETF September worth $542K as of Q3 2026.
Legacy Solutions LLC left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q3 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.41% of Legacy Solutions LLC's portfolio in Q3 2026, its #39 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.