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Legacy Solutions LLC’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Legacy Solutions LLC’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254K Hold
8,955
– – 0.19% 71
2026
Q2 		$247K Hold
8,955
– – 0.2% 73
2026
Q1 		$234K Hold
8,955
– – 0.22% 67
2025
Q4 		$233K Buy
+8,955
New +$230K 0.2% 75

Other funds holding YSEP

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Legacy Solutions LLC held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q3 2026 at 8,955 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #71.

Legacy Solutions LLC first reported a position in YSEP in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold YSEP as of Q3 2026.

  • Legacy Solutions LLC held 8,955 shares of FT Vest International Equity Buffer ETF September worth $254K as of Q3 2026.
  • Legacy Solutions LLC left its FT Vest International Equity Buffer ETF September share count unchanged in Q3 2026.
  • FT Vest International Equity Buffer ETF September made up 0.19% of Legacy Solutions LLC's portfolio in Q3 2026, its #71 holding.
  • Legacy Solutions LLC first reported a position in FT Vest International Equity Buffer ETF September in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q3 2026.

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