Legacy Advisory Services, LLC Purchases and Sells in Q2 2025

Legacy Advisory Services, LLC

$126 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	111K + 193.77%	$100.35 - $100.71 $11.1M - $11.1M	168K $16.9B
SHV	23.9K + 10.14%	$110.06 - $110.46 $2.63M - $2.64M	259K $28.7B
USMV	19.3K + 18.13%	$85.42 - $94.39 $1.65M - $1.82M	126K $11.8B
IVV	1.37K + 19.69%	$498.8 - $620.9 $684K - $852K	8.34K $5.18B
QUAL	78 + 0.2%	$152.42 - $182.82 $11.9K - $14.3K	39K $7.13B
IOO	934 + 5.32%	$84.95 - $107.81 $79.3K - $101K	18.5K $1.99B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOND	6.07K New	$89.87 - $92.93 $546K - $564K	6.07K $560M
ONEQ	6.41K New	$60.22 - $80.1 $386K - $513K	6.41K $513M
MAR	1.01K New	$211.12 - $274.14 $213K - $277K	1.01K $276M
NET	1.29K New	$97.08 - $195.83 $125K - $253K	1.29K $253M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	-1.86K - 10.25%	$174.82 - $215.79 $324K - $401K	16.3K $3.51B
EPD	-726 - 8.44%	$28.95 - $34.22 $21K - $24.8K	7.88K $244M
VTWO	-1K - 9.78%	$70.56 - $87.22 $70.6K - $87.2K	9.23K $805M
SPTM	-3.18K - 9.79%	$60.34 - $74.89 $192K - $238K	29.3K $2.2B
SMMD	-565 - 7.62%	$54.81 - $67.78 $31K - $38.3K	6.85K $464M
IWX	-1.61K - 2.34%	$73.26 - $84.19 $118K - $135K	67.2K $5.65B

Activity Summary All Purchases 24 New Holdings 4 Increased Positions 20 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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