Legacy Solutions LLC’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	20,674 -2,414	-10%	-$130K	0.92%	24
2026 Q1	$1.16M	Hold	23,088	–	–	1.08%	21
2025 Q4	$1.19M	Buy	23,088 +2,414	+12%	+$123K	1.05%	19
2025 Q3	$1.04M	Buy	20,674 +731	+4%	+$36.1K	0.94%	22
2025 Q2	$957K	Hold	19,943	–	–	0.92%	23
2025 Q1	$888K	Hold	19,943	–	–	0.98%	19
2024 Q4	$911K	Buy	+19,943	New	+$910K	0.99%	19

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

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

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

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

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

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

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

RFG

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

KAS

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

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

Legacy Solutions LLC reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 10% in Q2 2026, selling an estimated $130K and leaving 20,674 shares worth $1.14M. The position accounts for 0.92% of the portfolio, ranked #24.

Legacy Solutions LLC first reported a position in FSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

Legacy Solutions LLC held 20,674 shares of FT Vest US Equity Buffer ETF September worth $1.14M as of Q2 2026.
Legacy Solutions LLC sold 2,414 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $130K.
FT Vest US Equity Buffer ETF September made up 0.92% of Legacy Solutions LLC's portfolio in Q2 2026, its #24 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Legacy Solutions LLC's FT Vest US Equity Buffer ETF September position peaked at $1.19M in Q4 2025.
151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

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