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Legacy Solutions LLC’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Legacy Solutions LLC’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
4,039
-183
-4% -$10.7K 0.19% 77
2026
Q1 		$231K Sell
4,222
-141
-3% -$7.88K 0.21% 68
2025
Q4 		$244K Hold
4,363
– – 0.21% 72
2025
Q3 		$239K Buy
+4,363
New +$233K 0.21% 69

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Envestnet Asset Management
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Cetera Investment Advisers
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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
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CAPTRUST Financial Advisors
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Legacy Solutions LLC's FJUL Position: Q2 2026 in Review

Legacy Solutions LLC reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 4.3% in Q2 2026, selling an estimated $10.7K and leaving 4,039 shares worth $240K. The position accounts for 0.19% of the portfolio, ranked #77.

Legacy Solutions LLC first reported a position in FJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Legacy Solutions LLC held 4,039 shares of FT Vest US Equity Buffer ETF July worth $240K as of Q2 2026.
  • Legacy Solutions LLC sold 183 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $10.7K.
  • FT Vest US Equity Buffer ETF July made up 0.19% of Legacy Solutions LLC's portfolio in Q2 2026, its #77 holding.
  • Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • Legacy Solutions LLC's FT Vest US Equity Buffer ETF July position peaked at $244K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

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