Legacy Wealth Management (Idaho)’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SQMX Stock Details SQMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,808	Closed	-$193K	–	1027
2026 Q1	$193K	Sell	5,808 -325	-5%	-$10.9K	0.1%	121
2025 Q4	$205K	Buy	6,133 +743	+14%	+$24.5K	0.1%	101
2025 Q3	$176K	Buy	5,390 +121	+2%	+$3.9K	0.08%	95
2025 Q2	$168K	Sell	5,269 -8,533	-62%	-$264K	0.09%	79
2025 Q1	$423K	Buy	13,802 +6,235	+82%	+$193K	0.3%	48
2024 Q4	$236K	Buy	+7,567	New	+$233K	0.15%	68

Other funds holding SQMX

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Legacy Wealth Management (Idaho)'s SQMX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) in Q2 2026, closing a stake of 5,808 shares — an estimated $193K sold.

Legacy Wealth Management (Idaho) first reported a position in SQMX in Q4 2024 and held it in 6 quarters. The position peaked at $423K in Q1 2025. 20 funds tracked by Wall St. Rank hold SQMX as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining FT Vest U.S. Equity Quarterly Max Buffer ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 5,808 FT Vest U.S. Equity Quarterly Max Buffer ETF shares in Q2 2026, an estimated $193K.
Legacy Wealth Management (Idaho) first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q4 2024 and held it in 6 quarters.
Legacy Wealth Management (Idaho)'s FT Vest U.S. Equity Quarterly Max Buffer ETF position peaked at $423K in Q1 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.