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 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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

Legacy Solutions LLC reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 17% in Q2 2026, selling an estimated $94.5K and leaving 7,845 shares worth $470K. The position accounts for 0.38% of the portfolio, ranked #44.

Legacy Solutions LLC first reported a position in FJUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q2 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Legacy Solutions LLC held 7,845 shares of FT Vest US Equity Buffer ETF June worth $470K as of Q2 2026.
Legacy Solutions LLC sold 1,598 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $94.5K.
FT Vest US Equity Buffer ETF June made up 0.38% of Legacy Solutions LLC's portfolio in Q2 2026, its #44 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
Legacy Solutions LLC's FT Vest US Equity Buffer ETF June position peaked at $574K in Q2 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

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