LWMI
QCJL

Legacy Wealth Management (Idaho)’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.3K Hold
1,680
– – 0.02% 300
2025
Q4 		$39.9K Sell
1,680
-36,071
-96% -$847K 0.02% 248
2025
Q3 		$879K Buy
+37,751
New +$862K 0.4% 51

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QCJL Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) position steady in Q1 2026 at 1,680 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #300.

Legacy Wealth Management (Idaho) first reported a position in QCJL in Q3 2025 and has held it in 3 quarters since. The position peaked at $879K in Q3 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,680 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $39.3K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its FT Vest Nasdaq-100 Conservative Buffer ETF - July share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #300 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $879K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.