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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Legacy Solutions LLC's DSEP Position: Q2 2026 in Review

Legacy Solutions LLC held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 11,089 shares worth $526K. The position accounts for 0.43% of the portfolio, ranked #40.

Legacy Solutions LLC first reported a position in DSEP in Q4 2024 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Legacy Solutions LLC held 11,089 shares of FT Vest US Equity Deep Buffer ETF September worth $526K as of Q2 2026.
Legacy Solutions LLC left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.43% of Legacy Solutions LLC's portfolio in Q2 2026, its #40 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 7 quarters since.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.