Legacy Investment Solutions, LLC Purchases in Q2 2025

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
126K
+ 83.17%
$24.48 - $24.9 $3.08M - $3.13M
277K $6.89M
QLD
Proshares Ultra Qqq

ETFs
15.6K
+ 2439.59%
$69.34 - $117.71 $1.08M - $1.83M
16.2K $1.91M
SSO
Proshares Ultra S&P 500

ETFs
17.3K
+ 19383.15%
$64.8 - $97.72 $1.12M - $1.69M
17.3K $1.69M
GLDX
Uscf ETF Tr Gold Strategy Plus
31.1K
+ 39.74%
$34.47 - $36.35 $1.07M - $1.13M
109K $3.8M
IEF
Ishares Barclays

ETFs
14.4K
New
$93.15 - $96.56 $1.34M - $1.39M
14.4K $1.38M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
39.1K
+ 57.91%
$23.45 - $26.56 $916K - $1.04M
107K $2.83M
IVV
Ishares Core S&P 500 ETF

ETFs
1.62K
+ 785.92%
$498.8 - $620.9 $808K - $1.01M
1.83K $1.13M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
26.3K
+ 58.24%
$27.46 - $33.2 $722K - $873K
71.4K $2.37M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.8K
+ 56.86%
$27.3 - $31.8 $676K - $788K
68.3K $2.17M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
32.5K
+ 68.24%
$21.02 - $23.56 $682K - $765K
80K $1.89M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.71K
+ 45.76%
$71.28 - $83.74 $335K - $394K
15K $1.26M
RDVY
First Trust Rising Dividend Ac

ETFs
5.4K
+ 33.11%
$51.6 - $62.74 $279K - $339K
21.7K $1.36M
SVXY
Pro Shares Trust Ii

ETFs
8.82K
New
$34.14 - $46.45 $301K - $410K
8.82K $375K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.39K
New
$100.35 - $100.71 $340K - $341K
3.39K $340K
MGV
Vanguard Mega Cap Value

ETFs
2.54K
+ 307.0%
$114.87 - $131.25 $292K - $334K
3.37K $442K
VTI
Vanguard Total Stock Market Et

ETFs
921
+ 35.06%
$243.75 - $303.93 $224K - $280K
3.55K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.62K
New
$51.16 - $62.02 $236K - $287K
4.62K $286K
FTHI
First Trust Exchange Traded Fd

ETFs
11.5K
+ 66.76%
$19.66 - $22.85 $226K - $262K
28.7K $654K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.35K
+ 40.11%
$57.46 - $75.58 $135K - $177K
8.2K $619K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.1K
+ 73.72%
$45.3 - $50.64 $231K - $258K
12K $590K
TT
Trane Technologies PLC

Industrials
521
+ 486.92%
$315.21 - $437.41 $164K - $228K
628 $274K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.17K
+ 45.4%
$101.69 - $139.02 $119K - $163K
3.75K $520K
FIP
Ftai Infrastructure LLC
33.1K
New
$3.23 - $6.73 $107K - $223K
33.1K $204K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.98K
+ 4611.11%
$32.66 - $40.75 $163K - $203K
5.09K $206K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.77K
+ 39.46%
$59.8 - $60.07 $165K - $166K
9.78K $585K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.7K
+ 45.38%
$61.92 - $81.5 $105K - $138K
5.43K $442K
NVDA
Nvidia Corp

Technology
196
+ 3.88%
$94.31 - $157.99 $18.5K - $31K
5.25K $829K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.18K
New
$27.79 - $34.16 $116K - $143K
4.18K $142K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.25K
+ 1596.15%
$90.56 - $109.49 $113K - $136K
1.32K $144K
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 13356.25%
$45.65 - $57.01 $97.6K - $122K
2.15K $122K
UNH
Unitedhealth Group Inc

Healthcare
424
+ 504.76%
$274.35 - $599.47 $116K - $254K
508 $158K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.81K
+ 23416.67%
$32.0 - $39.87 $89.9K - $112K
2.82K $112K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.24K
+ 6175.0%
$38.9 - $83.0 $48K - $103K
1.26K $104K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.03K
+ 230.8%
$50.28 - $50.47 $102K - $103K
2.91K $146K
CAPE
Barclays Bank PLC

ETFs
3.18K
New
$27.26 - $31.81 $86.6K - $101K
3.18K $101K
RAVI
Flexshares Tr Ready Access Var

ETFs
1.34K
New
$75.04 - $75.51 $101K - $101K
1.34K $101K
VTV
Vanguard Value ETF

ETFs
530
+ 358.11%
$153.67 - $176.74 $81.4K - $93.7K
678 $119K
TFLO
Ishares Treasury Floating Rate

ETFs
1.82K
+ 197.29%
$50.47 - $50.66 $91.9K - $92.3K
2.74K $138K
AAPL
Apple Inc.

Technology
1.17K
+ 34.4%
$172.42 - $223.89 $202K - $262K
4.58K $939K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
351
+ 235.57%
$171.4 - $227.1 $60.2K - $79.7K
500 $113K
IEFA
Ishares Tr

ETFs
923
+ 688.81%
$67.83 - $84.09 $62.6K - $77.6K
1.06K $88K
IWB
Ishares Tr Russell 1000 ETF

ETFs
232
New
$272.36 - $339.57 $63.2K - $78.8K
232 $78K
QJUN
First Tr ETF
2.57K
New
$24.35 - $29.57 $62.7K - $76.1K
2.57K $76K
PLTR
Palantir Technologies Inc.

Technology
191
+ 25.78%
$74.01 - $144.25 $14.1K - $27.6K
932 $127K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 10.44%
$908.13 - $1056.85 $36.3K - $42.3K
423 $418K
IEMG
Ishares Inc

ETFs
1.2K
+ 264.1%
N/A
1.65K $88K
UPRO
Proshares Trust Proshares Ultr

ETFs
700
New
$50.65 - $91.44 $35.5K - $64K
700 $64K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
134
+ 223.33%
$376.48 - $440.65 $50.4K - $59K
194 $85K
XLK
Technology Sector Spdr

ETFs
221
+ 96.51%
$179.73 - $253.23 $39.7K - $56K
450 $113K
Activity Summary
Buys All Purchases 234 New Holdings 108 Increased Positions 126 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 4 Puts 1
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