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 Q3	$247K	Hold	4,039	–	–	0.19%	73
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

Other funds holding FJUL

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

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

Legacy Solutions LLC held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q3 2026 at 4,039 shares worth $247K. The position accounts for 0.19% of the portfolio, ranked #73.

Legacy Solutions LLC first reported a position in FJUL in Q3 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

Legacy Solutions LLC held 4,039 shares of FT Vest US Equity Buffer ETF July worth $247K as of Q3 2026.
Legacy Solutions LLC left its FT Vest US Equity Buffer ETF July share count unchanged in Q3 2026.
FT Vest US Equity Buffer ETF July made up 0.19% of Legacy Solutions LLC's portfolio in Q3 2026, its #73 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

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