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Legacy Capital Group California, Inc. Historic Quarter Change: USA ETF, New

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Legacy Capital Group California, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Legacy Capital Group California, Inc. opened 158 positions, added to 233, reduced 244 and sold out of 152.

  • Q2 2026: Stock BIL; Country of operation —; Class ST STR BLO 1 ETF; Shares before 0.
  • Q2 2026: Stock SPYM; Country of operation United States; Class ST STR P500ETF; Shares before 0.
  • Q2 2026: Stock SPTM; Country of operation —; Class ST STR PR SP1500; Shares before 0.
  • Q2 2026: Stock VFLO; Country of operation —; Class SHS FR CA FL ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1977092), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF085,499+85,499$0$7,835,128+$7,835,1282026-07-29
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF059,104+59,104$0$5,194,061+$5,194,0612026-07-29
Q2 2026SPTM
SPDR SERIES TRUST		ST STR PR SP1500056,993+56,993$0$5,174,371+$5,174,3712026-07-29
Q2 2026VFLO
VICTORY PORTFOLIOS II		SHS FR CA FL ETF097,216+97,216$0$4,447,621+$4,447,6212026-07-29
Q2 2026ROE
EA SERIES TRUST		AST EQU KIN ETF064,325+64,325$0$2,742,172+$2,742,1722026-07-29
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF012,120+12,120$0$2,309,115+$2,309,1152026-07-29
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT07,978+7,978$0$1,697,538+$1,697,5382026-07-29
Q2 2026TFLO
ISHARES TR		TRS FLT RT BD028,323+28,323$0$1,433,974+$1,433,9742026-07-29
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF06,860+6,860$0$1,270,678+$1,270,6782026-07-29
Q2 2026FLRN
SPDR SERIES TRUST		ST STR RATE ETF038,449+38,449$0$1,186,147+$1,186,1472026-07-29
Q2 2026DBMF
LITMAN GREGORY FDS TR		IMGP DBI MAN ETF036,633+36,633$0$1,121,325+$1,121,3252026-07-29
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF018,470+18,470$0$990,174+$990,1742026-07-29
Q2 2026EPU
ISHARES TR		MSCI PERU GL ETF09,542+9,542$0$796,757+$796,7572026-07-29
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF05,328+5,328$0$624,868+$624,8682026-07-29
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF05,421+5,421$0$580,706+$580,7062026-07-29
Q2 2026FYX
FIRST TR EXCHANGE-TRADED ALP		COM SHS03,914+3,914$0$564,777+$564,7772026-07-29
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF03,191+3,191$0$506,284+$506,2842026-07-29
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF08,953+8,953$0$475,497+$475,4972026-07-29
Q2 2026DTH
WISDOMTREE TR		ITL HIGH DIV FD08,677+8,677$0$469,512+$469,5122026-07-29
Q2 2026AAA
INVESTMENT MANAGERS SER TR I		ALTE ACC CLO ETF016,828+16,828$0$419,017+$419,0172026-07-29
Q2 2026XSVN
BONDBLOXX ETF TRUST		BLOOMBERG SEVEN05,657+5,657$0$267,406+$267,4062026-07-29
Q2 2026DABS
DOUBLELINE ETF TRUST		ASSE BA SECS ETF05,242+5,242$0$265,655+$265,6552026-07-29
Q2 2026VSGX
VANGUARD WORLD FD		ESG INTL STK ETF03,224+3,224$0$265,464+$265,4642026-07-29
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF05,372+5,372$0$243,563+$243,5632026-07-29
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHA FLEX IN ETF03,955+3,955$0$207,019+$207,0192026-07-29

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