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
J P Morgan Exchange Traded F
4.75K
+ 27.12%
N/A
22.3K $0
Kala Bio Inc
15
+ 150.0%
N/A
25 $0
Microstrategy Inc
22
New
N/A
22 $0
Millrose Pptys Inc
9
New
N/A
9 $0
NEOVW
Neovolta Inc Wt Exp 04/01/27
3.54K
+ 24.27%
N/A
18.1K $0
MGY
Magnolia Oil & Gas Corp

Energy
9
+ 45.0%
$19.6 - $25.72 $176 - $231
29 $0
Listed Fds Tr
704
New
N/A
704 $0
NEE
Nextera Energy Inc

Utilities
9
+ 5.08%
$64.11 - $75.0 $577 - $675
186 $12K
KD
Kyndryl Holdings, Inc.

Technology
10
New
$27.77 - $41.96 $278 - $420
10 $0
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10
New
$27.82 - $46.45 $278 - $465
10 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.96K
+ 219.78%
N/A
2.85K $0
HIGH
Simplify Exchange Traded Fds E
3.44K
+ 1.93%
N/A
182K $0
FCEF
First Tr Exchange Traded Fd Vi
16
New
N/A
16 $0
First Tr Exchng Traded Fd Vi
291
New
N/A
291 $0
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
44
New
N/A
44 $0
First Tr Exchng Traded Fd Vi
7.44K
+ 32.53%
N/A
30.3K $0
First Tr Exchange Traded Fd
1.71K
New
N/A
1.71K $0
FTGS
First Tr Exchange Traded Fd Gr
11.7K
+ 39.14%
N/A
41.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.9K
+ 65.67%
N/A
27.5K $0
Simplify Exchange Traded Fun
6.13K
New
N/A
6.13K $0
FTNT
Fortinet, Inc.

Technology
2
+ 14.29%
$84.71 - $108.69 $169 - $217
16 $1K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1
New
$29.44 - $33.91 $29.4 - $33.9
1 $0
Reddit Inc
1
+ 4.35%
N/A
24 $0
RGTI
Rigetti Computing, Inc.

Technology
57
+ 74.03%
$7.5 - $14.29 $428 - $815
134 $1K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
50
+ 35.71%
$1.14 - $1.91 $57 - $95.5
190 $0
Grayscale Ethereum Trust ETF
1.5K
New
N/A
1.5K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13
+ 54.17%
$24.32 - $27.87 $316 - $362
37 $0
Grayscale Bitcoin Mini Tr Et
20
+ 400.0%
N/A
25 $0
CIVI
Civitas Resources, Inc.

Energy
702
+ 57.87%
$24.28 - $35.09 $17K - $24.6K
1.92K $52K
NOG
Northern Oil & Gas, Inc.

Energy
43
+ 6.12%
$20.6 - $32.16 $886 - $1.38K
746 $21K
APA
Apa Corp

Energy
11
+ 0.25%
$14.03 - $21.24 $154 - $234
4.44K $81K
CRGY
Crescent Energy CO

Energy
518
+ 3.34%
$7.29 - $11.18 $3.78K - $5.79K
16K $137K
NEOV
Neo Volta Inc.

Industrials
1.04M
+ 29.46%
$1.86 - $3.56 $1.93M - $3.7M
4.57M $15.1M
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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