Legacy Investment Solutions, LLC New Holdings in Q2 2025

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
14.4K
New
$93.15 - $96.56 $1.34M - $1.39M
14.4K $1.38M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.49K
New
$96.84 - $99.46 $435K - $447K
4.49K $445K
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.62K
New
$51.16 - $62.02 $236K - $287K
4.62K $286K
FIP
Ftai Infrastructure LLC
33.1K
New
$3.23 - $6.73 $107K - $223K
33.1K $204K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.18K
New
$27.79 - $34.16 $116K - $143K
4.18K $142K
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
232
New
$272.36 - $339.57 $63.2K - $78.8K
232 $78K
UPRO
Proshares Trust Proshares Ultr

ETFs
700
New
$50.65 - $91.44 $35.5K - $64K
700 $64K
BME
Black Rock Health Sciences Trust

Financial Services
1.52K
New
$34.86 - $38.42 $53.1K - $58.5K
1.52K $55K
IR
Ingersoll Rand Inc.

Industrials
543
New
$66.75 - $84.94 $36.2K - $46.1K
543 $45K
PULS
Pgim ETF Tr

ETFs
888
New
$49.39 - $49.76 $43.9K - $44.2K
888 $44K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
669
New
$50.29 - $64.29 $33.6K - $43K
669 $43K
QUAL
Ishares Msci Usa Quality Facto

ETFs
218
New
$152.42 - $182.82 $33.2K - $39.9K
218 $39K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.6K
New
$11.71 - $19.37 $18.7K - $31K
1.6K $25K
DRI
Darden Restaurants Inc

Consumer Cyclical
94
New
$186.58 - $225.78 $17.5K - $21.2K
94 $20K
SNPS
Synopsys Inc

Technology
39
New
$380.9 - $517.66 $14.9K - $20.2K
39 $19K
RING
Ishares Inc Msci Global Gold M

ETFs
355
New
$34.72 - $45.62 $12.3K - $16.2K
355 $15K
AVDV
American Centy ETF Tr Avantis

ETFs
158
New
$61.76 - $79.32 $9.76K - $12.5K
158 $12K
LGOV
First Tr ETF Iv Long Duration

ETFs
566
New
$20.73 - $21.92 $11.7K - $12.4K
566 $12K
EWJ
Ishares Msci Japan ETF

ETFs
166
New
$61.32 - $75.28 $10.2K - $12.5K
166 $12K
EQX
Equinox Gold Corp.

Basic Materials
1.8K
New
$5.68 - $7.31 $10.2K - $13.2K
1.8K $10K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
130
New
$68.13 - $74.77 $8.86K - $9.72K
130 $9K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
375
New
$22.61 - $26.12 $8.48K - $9.8K
375 $9K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
135
New
$50.27 - $62.05 $6.79K - $8.38K
135 $8K
IWL
Ishares Tr Russell 200 ETF

ETFs
55
New
$122.36 - $153.12 $6.73K - $8.42K
55 $8K
ACM
Aecom

Industrials
50
New
$87.19 - $113.06 $4.36K - $5.65K
50 $5K
APP
App Lovin Corp

Technology
17
New
$219.37 - $417.89 $3.73K - $7.1K
17 $5K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
134
New
$35.35 - $42.68 $4.74K - $5.72K
134 $5K
VGT
Vanguard Information Technolog

ETFs
9
New
$470.37 - $663.28 $4.23K - $5.97K
9 $5K
INDA
Ishares Msci India Index Fund

ETFs
90
New
$49.13 - $55.86 $4.42K - $5.03K
90 $5K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
65
New
$62.73 - $78.42 $4.08K - $5.1K
65 $5K
BBAX
J P Morgan Betabuilders Develo

ETFs
74
New
$42.69 - $54.65 $3.16K - $4.04K
74 $4K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113
New
$34.72 - $42.74 $3.92K - $4.83K
113 $4K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
126
New
$28.98 - $37.18 $3.65K - $4.68K
126 $4K
DAX
Global X Fds Dax Germany ETF

ETFs
70
New
$34.84 - $44.93 $2.44K - $3.15K
70 $3K
GROY
Gold Royalty Corp.

Basic Materials
1.4K
New
$1.29 - $2.36 $1.81K - $3.3K
1.4K $3K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
38
New
$82.17 - $99.96 $3.12K - $3.8K
38 $3K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
80
New
$34.22 - $38.84 $2.74K - $3.11K
80 $3K
OXLC
Oxford Lane Capital Corp.

Financial Services
556
New
$4.01 - $4.96 $2.23K - $2.76K
556 $2K
FXU
First Tr Exchange Traded Fd Ut

ETFs
60
New
$37.86 - $43.29 $2.27K - $2.6K
60 $2K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
105
New
$24.98 - $25.66 $2.62K - $2.69K
105 $2K
DNP
Dnp Select Income Fund Inc

Financial Services
233
New
$8.89 - $9.88 $2.07K - $2.3K
233 $2K
UEC
Uranium Energy Corp

Energy
345
New
$4.0 - $7.05 $1.38K - $2.43K
345 $2K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$497.13 - $827.94 $1.49K - $2.48K
3 $2K
APLD
Applied Blockchain, Inc.

Financial Services
250
New
$3.53 - $13.86 $883 - $3.47K
250 $2K
CCL
Carnival Corp

Consumer Cyclical
100
New
$16.43 - $28.12 $1.64K - $2.81K
100 $2K
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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