Legacy Solutions LLC’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$489K	Buy	7,984 +139	+2%	+$8.44K	0.37%	42
2026 Q2	$470K	Sell	7,845 -1,598	-17%	-$94.5K	0.38%	44
2026 Q1	$534K	Sell	9,443 -290	-3%	-$16.6K	0.49%	35
2025 Q4	$555K	Hold	9,733	–	–	0.49%	34
2025 Q3	$545K	Sell	9,733 -965	-9%	-$52.9K	0.49%	35
2025 Q2	$574K	Sell	10,698 -308	-3%	-$15.6K	0.55%	31
2025 Q1	$549K	Sell	11,006 -153	-1%	-$7.9K	0.6%	31
2024 Q4	$573K	Buy	+11,159	New	+$573K	0.62%	30

Other funds holding FJUN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Avantra Family Wealth Mechanicsburg, Pennsylvania $167M AUM 30.61% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

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

Legacy Solutions LLC increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 1.8% in Q3 2026, buying an estimated $8.44K and bringing the position to 7,984 shares worth $489K. The position accounts for 0.37% of the portfolio, ranked #42.

Legacy Solutions LLC first reported a position in FJUN in Q4 2024 and has held it in 8 quarters since. The position peaked at $574K in Q2 2025. 40 funds tracked by Wall St. Rank hold FJUN as of Q3 2026.

Legacy Solutions LLC held 7,984 shares of FT Vest US Equity Buffer ETF June worth $489K as of Q3 2026.
Legacy Solutions LLC bought 139 FT Vest US Equity Buffer ETF June shares in Q3 2026, an estimated $8.44K.
FT Vest US Equity Buffer ETF June made up 0.37% of Legacy Solutions LLC's portfolio in Q3 2026, its #42 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's FT Vest US Equity Buffer ETF June position peaked at $574K in Q2 2025.
40 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2026.

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