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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
Q3 		$272K Hold
6,450
– – 0.21% 65
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

HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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

Legacy Solutions LLC held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q3 2026 at 6,450 shares worth $272K. The position accounts for 0.21% of the portfolio, ranked #65.

Legacy Solutions LLC first reported a position in GSEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $283K in Q3 2025. 9 funds tracked by Wall St. Rank hold GSEP as of Q3 2026.

  • Legacy Solutions LLC held 6,450 shares of FT Vest US Equity Moderate Buffer ETF September worth $272K as of Q3 2026.
  • Legacy Solutions LLC left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q3 2026.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.21% of Legacy Solutions LLC's portfolio in Q3 2026, its #65 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 8 quarters since.
  • Legacy Solutions LLC's FT Vest US Equity Moderate Buffer ETF September position peaked at $283K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2026.

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