Legacy Capital Group California, Inc. quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Legacy Capital Group California, Inc. opened 25 positions, added to 27, reduced 7, sold out of 22 and left 3 unchanged. The largest increase in value was JPST (+$9,936,897); the largest decrease was BIL (-$8,502,268).
- TMSL: Country of operation —; Class SMALL MID CAP; Shares 2026-03-31 87,811; Shares 2026-06-30 84,145.
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2026-03-31 6,652; Shares 2026-06-30 3,429.
- FSSL: Country of operation —; Class COM SH BEN INT; Shares 2026-03-31 18,618; Shares 2026-06-30 17,843.
- IEI: Country of operation —; Class 3 7 YR TREAS BD; Shares 2026-03-31 2,917; Shares 2026-06-30 2,859.
Two Form 13F-HR filings compared (SEC CIK 1977092): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-29). 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; share change is the position change.
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