Legacy Investment Solutions, LLC Reduced Holdings in Q2 2025

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-307K
- 99.33%
$26.8 - $37.92 $8.24M - $11.7M
2.08K $66K
SVOL
Simplify ETF Simplify Volatili

ETFs
-171K
- 51.21%
$13.97 - $19.98 $2.39M - $3.42M
163K $3M
ECC
Eagle Point Credit CO Inc.

Financial Services
-340K
- 40.07%
$6.94 - $8.31 $2.36M - $2.82M
508K $3.89M
JPIE
J P Morgan Exchange Traded Fd
-71.8K
- 95.58%
$45.12 - $46.32 $3.24M - $3.32M
3.32K $153K
GBIL
Goldman Sachs Access Treasury

ETFs
-25.4K
- 52.67%
$99.83 - $100.19 $2.54M - $2.55M
22.9K $2.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-27.9K
- 24.97%
$91.43 - $91.74 $2.55M - $2.56M
83.8K $7.69M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-47.2K
- 99.26%
$49.79 - $50.75 $2.35M - $2.39M
350 $17K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-43K
- 64.88%
$49.98 - $50.26 $2.15M - $2.16M
23.3K $1.17M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-35.3K
- 26.29%
$50.48 - $50.71 $1.78M - $1.79M
98.9K $5.01M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-21.2K
- 31.12%
$45.9 - $47.2 $974K - $1M
47K $2.21M
FTSL
First Trust Senior Ln Fund

ETFs
-14.8K
- 29.22%
$44.58 - $46.07 $660K - $682K
35.9K $1.65M
DSTL
ETF Ser Solution Distillate Us

ETFs
-10.7K
- 66.37%
$48.53 - $55.35 $518K - $591K
5.41K $299K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-7.39K
- 19.94%
$45.89 - $47.6 $339K - $352K
29.7K $1.41M
FSK
Fs Kkr Capital Corp

Financial Services
-5.35K
- 3.08%
$17.95 - $21.5 $96K - $115K
168K $3.49M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-11.1K
- 29.03%
$19.78 - $21.29 $219K - $236K
27.1K $559K
SHV
Ishares Tr

ETFs
-1.98K
- 18.25%
$110.06 - $110.46 $218K - $219K
8.86K $978K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-4.52K
- 42.12%
$46.46 - $47.44 $210K - $214K
6.21K $294K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-7.28K
- 8.16%
$3.37 - $4.33 $24.5K - $31.5K
82K $343K
FLNG
Flex Lng Ltd.

Energy
-3.15K
- 27.1%
$20.21 - $24.88 $63.6K - $78.3K
8.47K $186K
OKE
Oneok Inc

Energy
-242
- 24.52%
$78.71 - $100.37 $19K - $24.3K
745 $60K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-430
- 97.29%
$57.41 - $74.81 $24.7K - $32.2K
12 $0
PR
Permian Resources Corporation

Energy
-1.59K
- 14.49%
$10.36 - $14.93 $16.5K - $23.8K
9.39K $127K
GOOGL
Alphabet Inc.

Communication Services
-96
- 9.8%
$144.7 - $178.6 $13.9K - $17.1K
884 $155K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-431
- 26.33%
$75.05 - $77.34 $32.3K - $33.3K
1.21K $93K
LEN
Lennar Corp

Consumer Cyclical
-196
- 83.4%
$102.76 - $115.66 $20.1K - $22.7K
39 $4K
CTRA
Coterra Energy Inc.

Energy
-1.08K
- 29.62%
$22.6 - $29.07 $24.3K - $31.3K
2.56K $64K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-450
- 29.26%
$51.14 - $57.0 $23K - $25.7K
1.09K $61K
LMT
Lockheed Martin Corp

Industrials
-52
- 65.0%
$430.82 - $486.45 $22.4K - $25.3K
28 $12K
NXPI
Nxp Semiconductors N.V.

Technology
-130
- 39.88%
$153.5 - $218.72 $20K - $28.4K
196 $42K
GOOG
Alphabet Inc.

Communication Services
-67
- 6.89%
$146.58 - $180.01 $9.82K - $12.1K
906 $160K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-501
- 49.85%
$50.52 - $50.92 $25.3K - $25.5K
504 $25K
CION
Cion Investment Corp

Financial Services
-775
- 9.13%
$8.68 - $10.48 $6.73K - $8.12K
7.71K $73K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-389
- 23.82%
$55.15 - $68.11 $21.5K - $26.5K
1.24K $84K
TGT
Target Corp

Consumer Defensive
-122
- 46.21%
$88.76 - $105.77 $10.8K - $12.9K
142 $14K
MRVL
Marvell Technology, Inc.

Technology
-136
- 57.63%
$49.38 - $79.97 $6.72K - $10.9K
100 $7K
KRP
Kimbell Royalty Partners, LP

Energy
-621
- 13.31%
$11.58 - $14.61 $7.19K - $9.07K
4.04K $56K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-298
- 78.84%
$55.5 - $69.0 $16.5K - $20.6K
80 $5K
QCOM
Qualcomm Inc

Technology
-107
- 43.32%
$124.66 - $159.48 $13.3K - $17.1K
140 $22K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-200
- 78.74%
$60.34 - $74.89 $12.1K - $15K
54 $4K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-73
- 78.49%
$152.93 - $181.74 $11.2K - $13.3K
20 $3K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30
- 23.81%
$456.74 - $568.03 $13.7K - $17K
96 $54K
FANG
Diamondback Energy, Inc.

Energy
-65
- 52.0%
$119.25 - $161.49 $7.75K - $10.5K
60 $8K
CVS
Cvs Health Corp

Healthcare
-274
- 90.73%
$60.04 - $70.18 $16.5K - $19.2K
28 $1K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-217
- 27.02%
$82.32 - $112.47 $17.9K - $24.4K
586 $65K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-16
- 88.89%
$483.07 - $625.6 $7.73K - $10K
2 $1K
NKE
Nike, Inc.

Consumer Cyclical
-130
- 77.38%
$53.27 - $72.04 $6.93K - $9.37K
38 $2K
SRLN
Ssga Active Trust

ETFs
-236
- 70.03%
$39.47 - $41.59 $9.31K - $9.82K
101 $4K
AMGN
Amgen Inc

Healthcare
-45
- 31.91%
$262.28 - $309.85 $11.8K - $13.9K
96 $26K
ITB
Ishares Tr

ETFs
-80
- 74.07%
$85.52 - $96.61 $6.84K - $7.73K
28 $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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