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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$264K	Hold	6,450	–	–	0.21%	69
2026 Q1	$246K	Hold	6,450	–	–	0.23%	63
2025 Q4	$250K	Sell	6,450 -970	-13%	-$37.2K	0.22%	70
2025 Q3	$283K	Buy	7,420 +526	+8%	+$19.7K	0.25%	60
2025 Q2	$253K	Hold	6,894	–	–	0.24%	63
2025 Q1	$238K	Hold	6,894	–	–	0.26%	61
2024 Q4	$242K	Buy	+6,894	New	+$241K	0.26%	59

Other funds holding GSEP

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

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

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

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

KAS

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

Legacy Solutions LLC held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q2 2026 at 6,450 shares worth $264K. The position accounts for 0.21% of the portfolio, ranked #69.

Legacy Solutions LLC first reported a position in GSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q3 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Legacy Solutions LLC held 6,450 shares of FT Vest US Equity Moderate Buffer ETF September worth $264K as of Q2 2026.
Legacy Solutions LLC left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up 0.21% of Legacy Solutions LLC's portfolio in Q2 2026, its #69 holding.
Legacy Solutions LLC first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Legacy Solutions LLC's FT Vest US Equity Moderate Buffer ETF September position peaked at $283K in Q3 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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