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
SLV
I Shares Silver Trust

ETFs
40
New
$27.08 - $33.74 $1.08K - $1.35K
40 $1K
AUR
Aurora Innovation, Inc.

Technology
375
New
$5.17 - $8.14 $1.94K - $3.05K
375 $1K
ZM
Zoom Video Communications, Inc.

Technology
20
New
$66.7 - $84.62 $1.33K - $1.69K
20 $1K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
5.48K
+ 50.75%
N/A
16.3K $0
Datchat Inc
40
New
N/A
40 $0
CSGP
Costar Group, Inc.

Real Estate
3
New
$72.62 - $83.22 $218 - $250
3 $0
COMP
Compass, Inc.

Technology
100
New
$5.8 - $8.98 $580 - $898
100 $0
Circle Internet Group Inc
1
New
N/A
1 $0
Calamos ETF Tr
2.02K
New
N/A
2.02K $0
Tidal Tr Ii
12K
New
N/A
12K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
1.37K
+ 42.52%
N/A
4.6K $0
QTUM
ETF Ser Solutions Defiance Qua
1
+ 33.33%
N/A
4 $0
Easterly Govt Pptys Inc
20.9K
New
N/A
20.9K $0
TDUP
Thred Up Inc.

Consumer Cyclical
60
New
$2.46 - $8.46 $148 - $508
60 $0
Dimensional ETF Trust
1.81K
New
N/A
1.81K $0
TER
Teradyne, Inc

Technology
10
New
$67.96 - $91.05 $680 - $911
10 $0
Dbx ETF Tr
601
New
N/A
601 $0
Themes ETF Tr
249
New
N/A
249 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
3
+ 100.0%
$33.89 - $46.39 $102 - $139
6 $0
Celestica Inc
494
New
N/A
494 $0
CGGR
Capital Group Growth ETF Shs C

ETFs
14
New
$30.53 - $40.65 $427 - $569
14 $0
AEM
Agnico Eagle Mines LTD

Basic Materials
4
New
$99.48 - $124.46 $398 - $498
4 $0
Amplify ETF Tr
23
New
N/A
23 $0
Amplify ETF Tr
953
New
N/A
953 $0
Volatility Shs Tr
101K
New
N/A
101K $0
Volatility Shs Tr
1
+ 8.33%
N/A
13 $0
Annaly Capital Management In
500
New
N/A
500 $0
VRT
Vertiv Holdings CO

Industrials
1
New
N/A
1 $0
ARW
Arrow Electronics Inc

Technology
3
New
$90.32 - $128.28 $271 - $385
3 $0
Bank Montreal Que
10
New
N/A
10 $0
Biosig Technologies Inc
3.24M
+ 89.8%
N/A
6.84M $0
Blackrock Tcp Capital Corp
700
New
N/A
700 $0
Bread Financial Holdings Inc
151
New
N/A
151 $0
Calamos ETF Tr
8
New
N/A
8 $0
Calamos ETF Tr
55.3K
New
N/A
55.3K $0
Calamos ETF Tr
5.55K
New
N/A
5.55K $0
Cantor Equity Partners Inc
2.15K
New
N/A
2.15K $0
Capital Group Equity ETF Tr
14
New
N/A
14 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
8
+ 20.0%
$10.8 - $16.92 $86.4 - $135
48 $0
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1
+ 5.0%
$19.73 - $22.32 $19.7 - $22.3
21 $0
Mackenzie Rlty Cap Inc
8.27K
+ 7.06%
N/A
125K $0
J P Morgan Exchange Traded F
41.5K
New
N/A
41.5K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
15
New
$54.27 - $63.01 $814 - $945
15 $0
USRT
Ishares Core U.S. Reit ETF

ETFs
7
New
$50.37 - $57.97 $353 - $406
7 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7
New
$102.02 - $103.5 $714 - $725
7 $0
Ishares Bitcoin Trust ETF
993
New
N/A
993 $0
IONQ
Ion Q, Inc.

Technology
5
+ 250.0%
$20.68 - $48.04 $103 - $240
7 $0
Invesco Qqq Tr
341
New
N/A
341 $0
QUBT
Quantum Computing Inc.

Technology
1
+ 14.29%
$5.87 - $21.22 $5.87 - $21.2
8 $0
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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