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 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

Griffith & Werner Canton, Georgia $202M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

IAS

Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) reduced its FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) stake by 5.3% in Q1 2026, selling an estimated $10.9K and leaving 5,808 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #121.

Legacy Wealth Management (Idaho) first reported a position in SQMX in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q1 2025. 17 funds tracked by Wall St. Rank hold SQMX as of Q1 2026.

Legacy Wealth Management (Idaho) held 5,808 shares of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $193K as of Q1 2026.
Legacy Wealth Management (Idaho) sold 325 FT Vest U.S. Equity Quarterly Max Buffer ETF shares in Q1 2026, an estimated $10.9K.
FT Vest U.S. Equity Quarterly Max Buffer ETF made up 0.1% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #121 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q4 2024 and has held it in 6 quarters since.
Legacy Wealth Management (Idaho)'s FT Vest U.S. Equity Quarterly Max Buffer ETF position peaked at $423K in Q1 2025.
17 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q1 2026.

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